Customer Care Representative

IRALOGIX; Salt Lake City (UT); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Collaborative team culture with career growth opportunities

Competitive compensation and comprehensive benefits

Join a FinTech innovator

Job summary

A leading FinTech company is seeking a Customer Care Representative to provide service and technical support to retirement investment customers. The role involves managing customer communications, supporting IRA administration, and collaborating with various teams to ensure quality service. Ideal candidates have excellent communication skills, experience in financial services, and the ability to thrive in a fast-paced environment. Competitive compensation and benefits are included.

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.
• 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.
• Must be US Citizen, a Permanent Resident or eligible to work in the US permanently.

Responsibilities

• Provide service and technical support to retirement investment customers.
• Manage inbound and outbound communications with customers.
• Support day-to-day IRA administration and recordkeeping functions.
• Help customers and advisors navigate our technology platform.
• Collaborate with operations, compliance, and partner recordkeepers.
• Escalate complex issues to appropriate internal teams.
• Consistently deliver an above-and-beyond customer experience.

Skills

Excellent verbal and written communication skills

2+ years in financial services, IRA operations, or wealth management support

Proven ability to work as part of a successful team

Proficiency with Microsoft Office and CRM systems

Strong communication, organization, and problem-solving skills

Education

Bachelor’s degree (Finance, Business, or related field)

Job description

About the Company

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.

Job Overview

Position: Customer Care Representative (also referred to as CUSTOMER ACCOUNT RELATIONS MANAGER)

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

Responsibilities

• 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

• 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.

Benefits

• 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