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Customer Care Representative

iraLogix

iraLogix

Customer Service
Charlotte, NC, USA · Pittsburgh, PA, USA · North Carolina, USA
Posted on Thursday, June 27, 2024

Company: IRALOGIX, Inc.

Position: Customer Care Representative

Location: Remote / Salt Lake City, UT, Charlotte, NC, Pittsburgh, PA, or Madison, WI

Job Type: Full-Time/Exempt

Industry: 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