FinTech Customer Care & IRA Relations Specialist

IRALOGIX; Pittsburgh (Allegheny County); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation and comprehensive benefits

Career growth opportunities

Collaborative team culture

Job summary

A leading FinTech innovator is seeking a Customer Care Representative to provide service and technical support to retirement investment customers in Pittsburgh. The role demands excellent communication skills and at least 2 years of experience in financial services or IRA operations. You will manage customer interactions, support IRA administration tasks, and should ideally hold a Bachelor’s degree in Finance or related field. The company offers competitive compensation and a collaborative culture.

Qualifications

• 2+ years in financial services, IRA operations, or wealth management support.
• Spanish fluency is a plus but not required.
• Proven ability to work in a high-growth or fast-paced environment.

Responsibilities

• Provide service and technical support to retirement investment customers.
• Manage inbound and outbound communications with customers.
• Support IRA administration and recordkeeping functions.

Skills

Excellent verbal and written communication skills

Proficiency with Microsoft Office and CRM systems

Strong communication, organization, and problem-solving skills

Education

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

Job description

A leading FinTech innovator is seeking a Customer Care Representative to provide service and technical support to retirement investment customers in Pittsburgh. The role demands excellent communication skills and at least 2 years of experience in financial services or IRA operations. You will manage customer interactions, support IRA administration tasks, and should ideally hold a Bachelor’s degree in Finance or related field. The company offers competitive compensation and a collaborative culture.