Customer Care Representative

IRALOGIX,Inc; Pittsburgh (Allegheny County); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career growth

Job summary

IRALOGIX, Inc. is seeking a Customer Care Representative to join its team in a full-time capacity in Pittsburgh, PA.

The role focuses on delivering high-quality client support across retirement services and IRA operations, leveraging CRM tools and strong communication skills. You will manage inquiries via phone, chat, and email, assist with account activity, documentation, and reporting, and collaborate with internal teams to ensure compliant, accurate service for financial institutions and

Qualifications

• Excellent verbal and written communication skills; Spanish fluency is a plus but not required.
• 2+ years in financial services, IRA operations, or wealth management support
• Proficiency with Microsoft Office and CRM systems

Responsibilities

• Provide service and technical support to retirement investment customers, including guidance on IRA activity and recordkeeping requirements.
• Manage inbound and outbound communications (phone, live chat, email) with customers.
• Support day-to-day IRA administration and recordkeeping functions.
• Help customers navigate our technology platform, including account setup and reporting.
• Collaborate with operations, compliance, and partner recordkeepers to ensure accurate documentation.

Skills

Verbal & written comms

CRM systems

MS Office

Teamwork

Education

Bachelor’s degree preferred in Finance/Business

Tools

CRM platforms

Reporting tools

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Customer Care Representative

Full Time Junior North Carolina, Charlotte, NC, US

2 days ago Requisition ID: 1161

Company: IRALOGIX, Inc. Position: Customer Care Representative

Location: Pittsburgh, PA/Sandy UT Job Type: Full-Time/Exempt

Industry: Retirement Services/FinTech Software Travel: 0%-5%

IRALOGIX is a rapidly growing FinTech transforming IRA administration and recordkeeping. We empower financial institutions—IRA providers, 401(k) recordkeepers, advisors, and banks to deliver scalable, compliant, and efficient retirement solutions through modern technology.

As a CUSTOMER ACCOUNT RELATIONS MANAGER, Serves as a trusted client contact across the retirement services ecosystem. You will combine financial service expertise, IRA operations knowledge, and strong communication skills to deliver exceptional client support and ensure seamless account servicing.

Responsibilities

The essential responsibilities and duties for this position include, but are not limited to, the following:

• Provide service and technical support to retirement investment customers, including guidance on IRA account activity, wealth management processes, and recordkeeping requirements.
• Manage inbound and outbound communications (phone, live chat, email) with customers, ensuring timely and accurate responses to IRA-related and account recordkeeping questions.
• Support day-to-day IRA administration and recordkeeping functions, including contributions, distributions, rollovers, transfers, and beneficiary changes.
• Help customers and advisors navigate our technology platform, including account setup, transaction history, reporting, and compliance documentation.
• Collaborate with operations, compliance, and partner recordkeepers to ensure accurate documentation and adherence to DOL regulations.
• Escalate complex issues to appropriate internal teams while maintaining accountability for customer satisfaction.
• Consistently deliver an above-and-beyond customer experience by blending technical accuracy with empathy, patience, and professionalism.
• Demonstrate integrity and responsibility when handling sensitive financial and personal data.

Qualifications

The essential skills and experience for this position include, but are not limited to, the following:

• Excellent verbal and written communication skills; Spanish fluency is a plus but not required.
• 2+ years in financial services, IRA operations, or wealth management support
• Proven ability to work as part of a successful team in a high-growth or fast-paced environment.
• Proficiency with Microsoft Office and CRM systems
• Strong communication, organization, and problem-solving skills
• Bachelor’s degree preferred (Finance, Business, or related field)
• Must be US Citizen, a Permanent Resident or eligible to work in the US permanently.

• Join a FinTech innovator transforming the retirement services industry
• Collaborative team culture with career growth opportunities
• Competitive compensation and comprehensive benefits

IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D