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Iralogix,inc

17 jobs near Columbus, OH

IRALOGIX,Inc

Customer Care Representative

Salt Lake City, UT · Remote

$16.50 - $22.25/hr

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 ...

IRALOGIX,Inc

Customer Care Representative

Pittsburgh, PA · On-site

$15.50 - $21/hr

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 ...

IRALOGIX,Inc

Customer Care Representative

Charlotte, NC · Remote

$16.50 - $22.25/hr

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 ...

IRALOGIX,Inc

Principal Engineer

Charlotte, NC · Remote

IRALOGIX, Inc. Position: Principal Engineer Location: Charlotte, NC or Pittsburgh, PA Job Type: Full-Time/Exempt Industry: Retirement Services/FinTech Software Travel: 0%-25% IRA LOGIX i s a high ...

IRALOGIX,Inc

Principal Engineer

Pittsburgh, PA · On-site

IRALOGIX, Inc. Position: Principal Engineer Location: Charlotte, NC or Pittsburgh, PA Job Type: Full-Time/Exempt Industry: Retirement Services/FinTech Software Travel: 0%-25% IRA LOGIX i s a high ...

IRALOGIX,Inc

Principal Engineer

Charlotte, NC · Remote

IRALOGIX, Inc. Position: Principal Engineer Location: Charlotte, NC or Pittsburgh, PA Job Type: Full-Time/Exempt Industry: Retirement Services/FinTech Software Travel: 0%-25% IRA LOGIX i s a high ...

IRALOGIX,Inc

Principal Engineer

Pittsburgh, PA · On-site

IRALOGIX, Inc. Position: Principal Engineer Location: Charlotte, NC or Pittsburgh, PA Job Type: Full-Time/Exempt Industry: Retirement Services/FinTech Software Travel: 0%-25% IRA LOGIX i s a high ...

IRALOGIX,Inc

Trust Officer

Las Vegas, NV · On-site

At IRALOGIX and its wholey owned companies, we're proud that our employees are part of a collaborative, fast-growing organization where ideas are valued and ownership is encouraged. We invest in ...

IRALOGIX,Inc

Trust Officer

Las Vegas, NV · On-site

At IRALOGIX and its wholey owned companies, we're proud that our employees are part of a collaborative, fast-growing organization where ideas are valued and ownership is encouraged. We invest in ...

Customer Care Representative

IRALOGIX,Inc

Salt Lake City, UT • Remote

$16.50 - $22.25/hr

Full-time

Retirement

Posted 9 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