IRA Account Specialist - Remote Position at Crypto.com

About the Role

We are looking for an experienced IRA Account Specialist to join our team at Crypto.com. This remote position focuses on providing exceptional customer service and expertise in IRAs and retirement accounts. As an IRA Account Specialist, you will be responsible for handling all IRA-related inquiries and transactions, ensuring compliance with regulations, and delivering a top-notch client experience.

What You'll Do

• Provide expertise on IRAs and retirement accounts, including Traditional, Roth, and Inherited IRAs.
• Deliver white-glove customer service through phone, email, and chat while ensuring compliance with regulatory standards.
• Process and assist with IRA transfers, rollovers, contributions, distributions, and recharacterizations accurately and efficiently.
• Educate clients on retirement account rules, including contribution limits, RMD requirements, and tax implications.
• Identify opportunities to improve the IRA service experience and help implement process enhancements.
• Collaborate with internal teams to resolve complex IRA or retirement-related issues.
• Maintain up-to-date knowledge of IRS and FINRA rules related to retirement accounts.
• Contribute to the development of educational content and tools to help clients make informed retirement decisions.

Requirements

• Active FINRA Series 7 and 63 Licenses required.
• Minimum of 1+ year of experience in the retirement or brokerage industry, with a strong focus on IRAs.
• Strong working knowledge of IRA contribution, distribution, and rollover rules.
• Clean regulatory record with no Disclosure Events.
• Excellent customer service, communication, and interpersonal skills.
• Demonstrated ability to build trust and rapport with clients while providing clear, compliant guidance.
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
• Proactive problem-solver who is eager to expand expertise in retirement products and services.

Nice to Have

• Flexibility to work and support clients in an overnight trading 24/5 environment.
• Crypto enthusiast with a passion for helping clients achieve their retirement goals.

What We Offer

• Competitive salary ranging from $70,000 to $90,000 per year.
• Attractive annual leave entitlement including birthday and work anniversary.
• 401(k) plan with employer match.
• Eligible for company-sponsored group health, dental, vision, and life/disability insurance.
• Flexible work hours and hybrid or remote setup.
• Opportunities for personal and professional growth within the company.
• A supportive work culture with a focus on teamwork and collaboration.