Customer Care Representative

About the Company

IRALOGIX is a rapidly growing Fin Tech 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.

Position:
Customer Care Representative (also referred to as CUSTOMER ACCOUNT RELATIONS MANAGER)

Location:

Pittsburgh, PA / Sandy, UT;
Job Type: Full-Time/Exempt

• 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.

• 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.
• Bachelor’s degree preferred (Finance, Business, or related field).
• Must be US Citizen, a Permanent Resident or eligible to work in the US permanently.

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

IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D