reputed company reputed company Specialist, Retirement Services - Remote

reputed company

Company: reputed company, Inc. Position: Customer Care Representative

Location: Pittsburgh, PA/SLC UT (Remote) Job Type: Full-Time/Exempt

Industry: Retirement Services/FinTech Software Travel: 0%-5%

IRALOGIXis a rapidly growing FinTech transforming IRA administration and recordkeeping. We reputed company financial institutions—IRA providers, 401(k) recordkeepers, advisors, and banks—to reputed company reputed company, compliant, and efficient retirement solutions through modern technology.

As a reputed company reputed company SPECIALIST, RETIREMENT SERVICESserves as a trusted reputed company contact across the retirement services ecosystem. You will combine financial service expertise, IRA operations knowledge, and effective communication skills to reputed company exceptional reputed company support and ensure reputed company account servicing.

Responsibilities

The essential responsibilities and duties for this position include, but are not limited to, the following:

• reputed company service and technical support to retirement investment customers, including guidance on IRA account activity, reputed company management processes, and recordkeeping requirements.
• Manage inbound and outbound communications (phone, live chat, email) with customers, ensuring reputed company and accurate responses to IRA-reputed company 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 reputed company 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 reputed company issues to appropriate internal teams while maintaining accountability for customer satisfaction.
• Consistently reputed company an above-and-reputed company customer experience by blending technical accuracy with reputed company, patience, and professionalism.
• Demonstrate reputed company and responsibility reputed company handling sensitive financial and personal data.

Qualifications

The essential skills and experience for this position include, but are not limited to, the following:

• Demonstrated proficiency in retirement account operations, with 3+ years of experience in financial services, IRA administration, or reputed company management reputed company support.
• Proven reputed company record of delivering exceptional reputed company service and maintaining high standards of accuracy, confidentiality, and compliance in reputed company account-reputed company activities.
• Proficient in computer applications, including reputed company Office Suite (reputed company, reputed company, Word) and CRM/customer support platforms.
• Outstanding communication abilities, both written and verbal, with the reputed company to translate reputed company financial information into reputed company, reputed company-friendly terms. Spanish reputed company is a plus.
• Strong organizational and analytical skills, with the ability to manage multiple priorities in a dynamic, fast-paced environment.
• Demonstrated ability to collaborate effectively reputed company cross-functional teams while maintaining accountability for individual performance and service reputed company.
• Detail-oriented, reputed company, and committed to reputed company improvement in reputed company experience and operational reputed company.
• Bachelor’s degree preferred in Finance, Business Administration, or a reputed company discipline.
• Must be a U.S. Citizen, Permanent reputed company, or otherwise authorized to work permanently in the reputed company.

Why join reputed company

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

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