Crypto.com · 2 months ago
IRA Account Specialist, FINRA Series 7
Chicago, Illinois
Full-time
Hybrid
Entry Level
$70K/yr - $90K/yr
1+ years expCrypto.com is a leading cryptocurrency platform that serves over 150 million customers worldwide. They are seeking an experienced FINRA Series 7 Registered Representative to handle IRA-related inquiries and transactions while ensuring compliance with applicable regulations.
Financial Services
Responsibilities
Provide expertise on IRAs and retirement accounts, including Traditional, Roth, and future Inherited IRAs
Provide white-glove customer service through phone, email, and chat while ensuring all communications meet compliance and regulatory standards
Process and assist with IRA transfers, rollovers, contributions, distributions, and recharacterizations accurately and efficiently
Educate clients on retirement account rules, including contribution limits, RMD requirements, and tax implications
Identify opportunities to improve the IRA service experience and help implement process enhancements to streamline operations
Collaborate with internal teams to resolve complex IRA or retirement-related issues
Maintain up-to-date knowledge of IRS and FINRA rules related to retirement accounts
Contribute to the development of educational content and tools to help clients make informed retirement decisions
Qualification
Required
Active FINRA Series 7 and 63 Licenses required
Minimum 1+ year of experience in the retirement or brokerage industry, with a strong focus on IRAs and retirement accounts
Strong working knowledge of IRA contribution, distribution, and rollover rules
Clean regulatory record with no Disclosure Events
Excellent customer service, communication, and interpersonal skills
Demonstrated ability to build trust and rapport with clients while providing clear, compliant guidance
Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
Proactive problem-solver who is eager to expand expertise in retirement products and services
Enthusiastic about helping clients achieve their retirement and financial goals while fostering a positive customer service culture
Flexibility to work and support clients in overnight trading 24/5 environment
Preferred
Crypto Enthusiastic
Benefits
Competitive salary
Attractive annual leave entitlement including: birthday, work anniversary
401(k) plan with employer match
Eligible for company-sponsored group health, dental, vision, and life/disability insurance
Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up
Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope.
Company
Crypto.com
Crypto.com was founded in 2016 and is the preferred crypto trading platform for over 100 million users worldwide, as well as the trusted industry leader in regulatory compliance, security, and privacy.
1001-5000 employees
H1B Sponsorship
Crypto.com has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2023 (1)
2022 (3)
Funding
Current Stage
Late StageLeadership Team
Alyssa Lloyd
CEO
Luis Lrod Bitcoinluis
"chief executive officer": www.crypto.com Executive Director/Chief Executive Officer (CEO)
Recent News
2024-05-11
2024-05-10
2024-05-07
Company data provided by crunchbase