Client Services Representative

At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more.

With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions.

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way.

• High School Diploma or equivalent and 2 years related experience
• Proven customer support experience or direct experience as a Client Service Representative
• Track record of over-achieving quota.
• Strong verbal and written communication skills as well as Excellent phone etiquette.
• Familiarity with Microsoft Office.
• Customer orientation and ability to adapt/respond to different types of clients
• Ability to multi-task, prioritize, and manage time effectively
• Strong organizational and time management skills.
• Strong problem solving, conflict resolution and negotiation skills
• Ability to work under pressure.
• Self-motivated and resourceful.
• Knowledge and understanding of IRS Regulations for retirement accounts and qualified plans
• Retirement Account experience strongly preferred
• Ability to jump in and make a difference in a very short period of time
• Must be able to sit and/or stand for long periods of time in an office setting while working
• Must be able to work onsite at our South Dakota office post COVID restrictions

Hours 10:30 am to 7:00 pm- Monday-Friday, $18/hr. Benefits include: Medical, Dental, Vision, Life Insurance, Long Term and Short Term Disability and 401(k) Plan. This position is based in Sioux Falls, South Dakota

Forge implements a mandatory COVID-19 Vaccination Policy, which applies to all employees. All employees covered by this policy are required to be fully vaccinated as a term and condition of employment at Forge. Employees are considered fully vaccinated two weeks after completing primary vaccination with a COVID-19 vaccine, with, if applicable, at least the minimum recommended interval between doses. Employees must provide truthful and accurate information about their COVID-19 vaccination status, and, if applicable, their testing results as of the first date of their employment. 

Employees may request an exception from this mandatory vaccination policy if the vaccine is medically contraindicated for them or medical necessity requires a delay in vaccination. Employees also may be legally entitled to a reasonable accommodation if they cannot be vaccinated because of a disability, or if the provisions in this policy for vaccination conflict with a sincerely held religious belief, practice, or observance. All such requests will be handled in accordance with applicable laws and regulations.

Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.