Customer Success Specialist

Forge Global(3 days ago)

RemoteFull TimeTrainee$40,000 - $44,000Customer Service

About this role

Forge Trust is a leading provider of self-directed retirement accounts that empower investors to diversify their portfolios with alternative assets. They focus on delivering innovative financial solutions, exceptional service, and building a trusted platform to help clients achieve their financial goals.

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Required Skills

Customer Service
Communication
Problem Solving
Organizational Skills
Time Management
Microsoft Office
Client Relations
Active Listening
Empathy
Multi-tasking

About Forge Global

forgeglobal.com

Forge Global operates a technology-driven marketplace for secondary trading in private company shares, connecting accredited investors, employees, and institutions with liquidity for startups and late-stage private companies. The firm provides transaction execution, escrow/settlement services, regulatory and compliance support, plus market data and research to inform pricing and deal decisions. Its platform emphasizes vetted deal sourcing, pricing transparency, and institutional-grade infrastructure to streamline private-market transactions. Investors and shareholders use Forge for discreet, compliant liquidity and access to private-company market intelligence.

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