IRA Account Specialist at Crypto.com

Chicago, Illinois, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Brokerage, CryptocurrencyIndustries

Requirements

Active FINRA Series 7 and 63 Licenses required
Minimum 1+ year of experience in the retirement or brokerage industry, with a strong focus on IRAs and retirement accounts
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
Enthusiastic about helping clients achieve their retirement and financial goals while fostering a positive customer service culture
Flexibility to work and support clients in overnight trading 24/5 environment
Crypto Enthusiastic

Responsibilities

Provide expertise on IRAs and retirement accounts, including Traditional, Roth, and future Inherited IRAs
Provide white-glove customer service through phone, email, and chat while ensuring all communications meet compliance and 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 to streamline operations
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

Skills

FINRA Series 7

FINRA Series 63

IRA

Retirement Accounts

IRA Rollovers

IRA Transfers

RMD

Customer Service

Regulatory Compliance

IRS Rules

FINRA Rules

Crypto.com

Cryptocurrency trading and financial services platform

About Crypto.com

Crypto.com provides a platform for trading and managing cryptocurrencies, catering to over 100 million customers worldwide. Users can buy, sell, and store various cryptocurrencies while benefiting from services like transaction processing and card issuance. The platform generates revenue primarily through transaction fees and premium services, ensuring a secure and user-friendly experience. What sets Crypto.com apart from its competitors is its strong focus on regulatory compliance, security, and privacy certifications, which builds trust among users. The company's goal is to accelerate cryptocurrency adoption, aiming to have 'Cryptocurrency in Every Wallet™' and to support builders and entrepreneurs in creating a more equitable digital ecosystem.

Central and Western District, Hong KongHeadquarters

2016Year Founded

$24.3MTotal Funding

SERIES_ACompany Stage

Fintech, Crypto & Web3Industries

5,001-10,000Employees

Benefits

Competitive compensation package.

Huge responsibilities from Day 1: Be the owner of your own learning curve. The possibilities are limitless and depend on you

International company and team

Risks

Regulatory challenges in South Korea could pose compliance risks.

Integration of traditional financial instruments may expose new regulatory risks.

Expansion into Dubai involves navigating complex regulatory landscapes.

Differentiation

Crypto.com offers the world's largest crypto card program with Visa.

The company integrates traditional finance with crypto through strategic acquisitions.

Crypto.com is a leader in regulatory compliance, security, and privacy certifications.

Upsides

Acquisition of Orion expands product offerings in the UAE's crypto-friendly environment.

Growing interest in crypto-based loyalty programs enhances Visa card offerings.

Eco-friendly blockchain solutions align with Crypto.com's sustainability goals.

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