Customer Care Representative
On-siteCharlotte, North Carolina, United States or Salt Lake City, Utah, United States
Job Summary
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 via phone, live chat, and email to ensure timely responses to IRA-related questions. Support day-to-day IRA administration functions such as contributions, distributions, rollovers, transfers, and beneficiary changes while helping clients navigate the technology platform. Collaborate with operations and compliance teams to ensure adherence to DOL regulations and escalate complex issues to maintain accountability. This role empowers financial institutions to deliver scalable, compliant retirement solutions through modern technology.
Required Qualifications
- Strong computer skills, including Microsoft Office Suite and CRM/customer support systems
- Excellent verbal and written communication skills
- 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
- Must be US Citizen, a Permanent Resident or eligible to work in the US permanently
Desired Qualifications
- Spanish fluency
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