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IRALOGIX · 2 weeks ago

Client Success Specialist, Retirement Services - Remote

United States

Full-time

Remote

Mid Level

3+ years exp

IRALOGIX is a rapidly growing FinTech transforming IRA administration and recordkeeping. The Client Success Specialist will serve as a trusted client contact, providing exceptional support and ensuring seamless account servicing in the retirement services ecosystem.

AccountingEnterprise SoftwareFinTech

Growth Opportunities

No H1B

U.S. Citizen Only

Responsibilities

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 (phone, live chat, email) with customers, ensuring timely and accurate responses to IRA-related and account recordkeeping questions

Support day-to-day IRA administration and recordkeeping functions, including contributions, distributions, rollovers, transfers, and beneficiary changes

Help customers and advisors navigate our technology platform, including account setup, transaction history, reporting, and compliance documentation

Collaborate with operations, compliance, and partner recordkeepers to ensure accurate documentation and adherence to DOL regulations

Escalate complex issues to appropriate internal teams while maintaining accountability for customer satisfaction

Consistently deliver an above-and-beyond customer experience by blending technical accuracy with empathy, patience, and professionalism

Demonstrate integrity and responsibility when handling sensitive financial and personal data

Qualification

Retirement account operationsClient serviceFinancial services experienceMicrosoft Office SuiteCRM platformsAnalytical skillsSpanish fluencyCommunication skillsOrganizational skillsTeam collaborationDetail-oriented

Required

Demonstrated proficiency in retirement account operations, with 3+ years of experience in financial services, IRA administration, or wealth management client support

Proven track record of delivering exceptional client service and maintaining high standards of accuracy, confidentiality, and compliance in all account-related activities

Proficient in computer applications, including Microsoft Office Suite (Excel, Outlook, Word) and CRM/customer support platforms

Outstanding communication abilities, both written and verbal, with the capacity to translate complex financial information into clear, client-friendly terms

Strong organizational and analytical skills, with the ability to manage multiple priorities in a dynamic, fast-paced environment

Demonstrated ability to collaborate effectively within cross-functional teams while maintaining accountability for individual performance and service outcomes

Detail-oriented, resourceful, and committed to continuous improvement in client experience and operational excellence

Must be a U.S. Citizen, Permanent Resident, or otherwise authorized to work permanently in the United States