Customer Care Representative

About the role

IRALOGIX is a rapidly growing FinTech transforming IRA administration and recordkeeping. We empower financial institutions—IRA providers, 401(k) recordkeepers, advisors, and banks—to deliver scalable, compliant, and efficient retirement solutions through modern technology. As a Customer Account Relations Manager, you will serve as a trusted client contact across the retirement services ecosystem, combining financial service expertise, IRA operations knowledge, and strong communication skills to deliver exceptional client support and ensure seamless account servicing.

Location: Pittsburgh, PA or Sandy, UT. Travel: 0%-5%.

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.

Requirements

• 2+ years in financial services, IRA operations, or wealth management support.
• Strong computer skills, including Microsoft Office Suite and CRM/customer support systems.
• Excellent verbal and written communication skills; Spanish fluency is a plus but not required.
• Proven ability to work as part of a successful team in a high-growth or fast-paced environment.
• Bachelor’s degree preferred (Finance, Business, or related field).
• Must be a US Citizen, a Permanent Resident, or eligible to work in the US permanently.

Benefits

• Join a FinTech innovator transforming the retirement services industry.
• Collaborative team culture with career growth opportunities.
• Competitive compensation and comprehensive benefits.