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Customer Care Representative

IralogixPittsburgh, Pennsylvania, United States | Charlotte, North Carolina, United States | Sandy, Wisconsin, United States | Utah, United StatesOnsite
This job is no longer open

Company:  IRALOGIX, Inc. 
Position:    Customer Care Representative  Location:   Remote / Salt Lake City, UT, Charlotte, NC, Pittsburgh, PA, or Madison, WIJob Type:   Full-Time/ExemptIndustry:    Retirement Services/FinTech Software                       Travel:        0%

Role:


As a 

CUSTOMER CARE REPRESENTATIVE, 


reporting directly to the Customer Care Manager,

your key objectives will be to provide each customer with a positive, accurate, and engaging experience, as well as address their needs in a prompt, friendly and professional manner. High-Quality Customer Care Representatives should be passionate about helping us build long-lasting customer relationships while having fun along the way. You will be an integral part of a fast-paced, team-oriented environment working in direct contact with customers and in tandem with other service departments in order to help deliver an excellent customer service experience.

Location


: This is a remote position, but candidates must reside within a 2-hour driving distance of either Salt Lake City, UT, Charlotte, NC, Pittsburgh, PA, or Madison, WI. Occasional travel to one of the home offices may be required.

Responsibilities:


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

  • Provide service support (i.e. assistance with the customer account and/or software-related questions/concerns) to both current and potential retirement investment customers
  • Manage phone calls, live chats, and e-mail interactions with customers.
  • Service customers through our internal customer support and management systems.
  • Interaction with other departments and operations relative to customer service resolution
  • Deliver an above and beyond customer experience.
  • Demonstrate high levels of integrity, empathy, and personal responsibility.

Required Skills/Abilities:


  • Strong computer skills including experience with the Microsoft Office Suite, and customer management solutions. 
  • Superior communication, listening, and writing skills [Spanish fluency is a plus, but not required.] 
  • Demonstrate past experience of being part of a successful team. 
  • Problem solver with great time management skills. 
  • Strong work ethic and organizational skills with exhibited desire and ability to help others.
  • Positive attitude and sense of humor. 
  • Experience with customer Service software, Salesforce, and Slack.
  • Microsoft Office 365 and related products.
  • Other duties as assigned.

Education and Experience:


  • Must be US Citizen, Permanent Resident, or eligible to work in the US permanently. 
  • High School diploma required. Bachelor’s degree preferred. 
  • Availability to work within hours of operation: 9:00 AM - 9:00 PM (EST) Monday - Friday [Shifts will vary depending on circumstances.] 

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



This job is no longer open

Life at Iralogix

iraLogix is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts. Our groundbreaking proprietary technology platform offers open architecture for investment options, custody and advice providers, allowing access to institutionally priced IRAs for everyone, regardless of account size.
Thrive Here & What We Value1. Embraces diversity2. Represents a variety of backgrounds3. Upholds inclusiveness4. Encourages collaboration5. Values creativity6. Fosters growth opportunities7. Promotes work-life balance8. Provides ongoing training and development9. Celebrates successes10. Maintains open communication channels</s>
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