About us
Founded in 2001, U.S. Money Reserve is one of the nation’s largest distributors of U.S. Government issued Gold, Silver, Platinum, and Palladium Coins. We strive to deliver a top-notch customer experience by providing our clients professional guidance throughout the process.
Job Summary:
We are seeking a highly motivated and customer-oriented individual to join our team as a IRA Account Manager, Customer Relations. As an IRA Account Manager you will be responsible for assisting customers seeking to liquidate or take distributions from their holdings of precious metals. This is a dynamic role that requires excellent communication skills, strong follow-up, and a passion for helping customers achieve their goals. This is an in-office position, remote work is not available.
Duties:
· Contact customers by phone to verify information for distributions or liquidations.
· Use systems to access the customer's account to verify metals details.
· Obtain liquidation bids when necessary.
· Communicate with other departments required to complete distribution processes.
· Create necessary invoices for transactions.
· Email forms to the customer through DocuSign.
· Addressing customer questions or concerns and walking them through the process.
· Maintain all liquidation or distribution information in an Excel spreadsheet.
· Prepare and submit relevant electronic paperwork to facilitate the sale of assets.
Qualifications· Ability to manage a high volume of “In Process” transactions.
· Basic competency in Excel and ability to learn internal and external systems to facilitate transactions.
· Exceptional attention to detail and customer service attitude.
· Impeccable work ethic and communications skills (bother verbally and in writing).
· Must be a self-starter with the ability to multitask.
· Excellent follow-up and organizational skills.
· Ability to prioritize competing tasks in a fast-paced, dynamic corporate environment.
We offer competitive compensation based on experience, along with comprehensive benefits package including medical, dental, vision and life insurance, 401(k), and paid time off. If you are passionate about delivering outstanding service and thrive in a high-volume environment, we would love to hear from you.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Experience:
- Customer Relations or Administrative Position: 2 years (Required)
Location:
- Scottsdale, AZ 85255 (Preferred)
Skills Required
- 2 years experience in Customer Relations or Administrative Position
- In-office work (remote not available)
- Ability to manage a high volume of in-process transactions
- Basic competency in Excel
- Ability to learn internal and external systems to facilitate transactions
- Ability to obtain liquidation bids and prepare/submit electronic paperwork
- Experience using DocuSign or similar e-signature tools (emailing forms to customers)
- Exceptional attention to detail and strong customer service attitude
- Excellent verbal and written communication skills
- Self-starter with ability to multitask and prioritize competing tasks in a fast-paced environment
- Strong follow-up and organizational skills
- Maintain transaction records in spreadsheets (Excel)
- Location preference: Scottsdale, AZ (preferred)
What We Do
U.S. Money Reserve, headquartered in Austin, Texas, is a leading private distributor of government-issued gold, silver, platinum, and palladium products. Established in 2001, our mission is to provide clients with straightforward access to physical precious metals for asset diversification, focusing on legal-tender coins as reliable financial assets rather than collectibles. Our team of knowledgeable professionals includes numismatic experts, market researchers, and a highly trained customer service group, all committed to helping clients make informed decisions about precious metals. U.S. Money Reserve also benefits from the expertise of two former U.S. Mint Directors—Philip N. Diehl and Edmund C. Moy—who support our educational efforts as well as our commitment to transparency and accuracy in all client interactions. Hundreds of U.S. Money Reserve reviews highlight our dedication to customer service and educational support. We prioritize client understanding by offering insights on economic trends, precious metals' roles in portfolio stability, and options for diversifying assets with government-backed products. These reviews reflect our ongoing efforts to deliver a superior customer experience while helping individual navigate the precious metals market with confidence. U.S. Money Reserve remains committed to providing clients with trusted, informed guidance on precious metals, making us a reliable resource for those seeking to add security and balance to their financial plans.
Why Work With Us
U.S. Money Reserve is a leader in government-issued precious metals, offering clients knowledge-driven, trustworthy service. With a culture focused on client support and integrity, our team enjoys a collaborative environment that prioritizes customer success. Explore U.S. Money Reserve reviews to see how we uphold integrity and client satisfaction.
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