IRA Client Support Specialist

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

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.