IRA Operations & Client Care Specialist

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

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