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Ira Representative Jobs (NOW HIRING)

iraLogix

Customer Care Representative

Pittsburgh, PA · On-site

$15 - $20.25/hr

We empower financial institutions-IRA providers, 401(k) recordkeepers, advisors, and banks-to ... represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D

ASCENSUS

Customer Service Representative

Pittsburgh, PA

$15.50 - $21/hr

As a member of the company's Individual Retirement Account (IRA) Services Team, the Customer Service Representative will collaborate closely with our Account Administration team to provide a high ...

iraLogix

Customer Care Representative

Charlotte, NC · On-site

$15.75 - $21.25/hr

We empower financial institutions--IRA providers, 401(k) recordkeepers, advisors, and banks--to ... represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D

Ascensus, LLC.

Customer Service Representative

Pittsburgh, PA · On-site

$15.50 - $21/hr

As a member of the company's Individual Retirement Account (IRA) Services Team, the Customer Service Representative will collaborate closely with our Account Administration team to provide a high ...

RES

IRA - Administrative Assistant

Palmer, TX

Assists and supplies data as requested for IRA compliance * Administers project documentation and ... The work environment and physical demands characteristics are representative of those the employee ...

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All JobsIra Representative Jobs

Ira Representative information

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$24.5K

$44.2K

$77K

How much do ira representative jobs pay per year?

As of Aug 12, 2026, the average yearly pay for ira representative in the United States is $44,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,500.00 and $43,000.00 per year, depending on experience, location, and employer.

What is the difference between Ira Representative vs Financial Advisor?

AspectIra RepresentativeFinancial Advisor
CredentialsTypically requires FINRA licenses (e.g., Series 6, 7)Often holds certifications like CFP, CFA, or ChFC
Work EnvironmentPrimarily works for broker-dealers or investment firmsWorks independently or for financial planning firms
Industry UsageCommonly employed in brokerage and investment firmsUsed across banking, independent advisory, and wealth management
Primary FocusRecommending and selling investment productsProviding comprehensive financial planning and advice

While both roles involve investment knowledge, an Ira Representative mainly focuses on selling investment products and requires specific FINRA licenses. A Financial Advisor offers broader financial planning services and often holds advanced certifications. The choice depends on whether you seek product sales or holistic financial guidance.

What are some common challenges faced by IRA representatives, and how can they be addressed?

IRA Representatives often encounter challenges such as staying updated with constantly changing IRS regulations, managing a high volume of client inquiries during tax season, and accurately processing complex IRA transactions. To overcome these challenges, it is important to engage in ongoing training, utilize up-to-date financial software, and collaborate closely with compliance teams. Building strong communication skills and organizing tasks efficiently can also help maintain accuracy and provide excellent customer service.

What is an IRA representative?

An IRA Representative is a financial professional who specializes in assisting clients with Individual Retirement Accounts (IRAs). They provide guidance on opening and managing IRAs, help clients understand different types of IRAs (such as Traditional and Roth), and ensure compliance with IRS rules and regulations. IRA Representatives may also help clients with rollovers, distributions, beneficiary designations, and answer questions about contribution limits and tax implications. Their primary goal is to help individuals plan and manage their retirement savings effectively.

What are the key skills and qualifications needed to thrive as an IRA representative, and why are they important?

To thrive as an IRA Representative, you need a solid understanding of retirement account regulations, financial products, and customer service best practices, often supported by a relevant degree and FINRA Series 6 or 7 certification. Familiarity with financial software platforms, CRM systems, and compliance tools is typically required. Strong communication, attention to detail, and problem-solving abilities help build client trust and handle complex account inquiries efficiently. These skills and qualifications are crucial for ensuring regulatory compliance, providing accurate guidance, and delivering excellent client experiences in the financial services industry.
More about Ira Representative jobs
What cities are hiring for Ira Representative jobs? Cities with the most Ira Representative job openings:
What job categories do people searching Ira Representative jobs look for? The top searched job categories for Ira Representative jobs are:
Ira Representative jobs near you
Infographic showing various Ira Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $44,219 per year, or $21.3 per hour.

Customer Care Representative

iraLogix

Pittsburgh, PA • On-site

$15 - $20.25/hr

Other

Retirement

Posted 8 days ago

Job description

Company: IRALOGIX, Inc. Position: Customer Care Representative
Location: Pittsburgh, PA/Sandy UT Job Type: Full-Time/Exempt
Industry: Retirement Services/FinTech Software Travel: 0%-5%
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, Serves as a trusted client contact across the retirement services ecosystem. You will combine financial service expertise, IRA operations knowledge, and strong communication skills to deliver exceptional client support and ensure seamless account servicing.
Responsibilities
The essential responsibilities and duties for this position include, but are not limited to, the following:
• 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.
Qualifications
The essential skills and experience for this position include, but are not limited to, the following:
• 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.
• 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.
Why join IRALOGIX
• Join a FinTech 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

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