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IRALOGIX · 13 hours ago

Customer Care Representative

Utah, Salt Lake City, UT, US

Full-time

Onsite

Entry Level

2+ years exp

IRALOGIX is a rapidly growing FinTech transforming IRA administration and recordkeeping. The Customer Care Representative serves as a trusted client contact across the retirement services ecosystem, delivering exceptional client support and ensuring seamless account servicing.

AccountingEnterprise SoftwareFinTech

Growth Opportunities

No H1B

U.S. Citizen Only

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

Qualification

Financial services experienceIRA operations knowledgeMicrosoft Office SuiteCRM systems proficiencySpanish fluencyCommunication skillsProblem-solving skillsOrganizational skills