Client Success Specialist – Retirement Services

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🔔 Pennsylvania, Utah – Remote

🔔 Pennsylvania – Remote ⛷️ Utah – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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IRALOGIX

WebsiteLinkedInAll Job Openings

51 - 200 employees

💳 Fintech

🤝 B2B

Fintech • B2B • Wealth Management

IRALOGIX is a pioneering technology provider in the wealth management sector, offering a white-labeled cloud-native IRA solution that empowers financial institutions to enhance accessibility and profitability in retirement saving. Their mission is to eliminate barriers for investors, allowing for broader access to IRA products regardless of investment experience or account minimums. By leveraging proprietary Software as a Service (SaaS) technology, IRALOGIX enables clients to streamline their IRA offerings, optimize operations, and remain compliant with regulatory changes while focusing on scaling their wealth management businesses.

📋 Description

• Provide service and technical support to retirement investment customers regarding IRA account activity, wealth management processes, and recordkeeping requirements • Manage inbound and outbound phone, live chat, and email communications • Support IRA administration and recordkeeping, including contributions, distributions, rollovers, transfers, and beneficiary changes • Help customers and advisors navigate the 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 while maintaining accountability for customer satisfaction • Deliver accurate, empathetic, patient, and professional customer experiences • Handle sensitive financial and personal data with integrity and responsibility

🎯 Requirements

• 3+ years of experience in financial services, IRA administration, or wealth management client support • Proficiency in retirement account operations • Proven record of exceptional client service, accuracy, confidentiality, and compliance • Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word • Experience with CRM/customer support platforms • Strong written and verbal communication skills • Ability to explain complex financial information in clear, client-friendly terms • Strong organizational and analytical skills • Ability to manage multiple priorities in a fast-paced environment • Ability to collaborate effectively within cross-functional teams • Detail-oriented, resourceful, and committed to continuous improvement • Must be a U.S. Citizen, Permanent Resident, or otherwise authorized to work permanently in the United States • Spanish fluency is a plus • Bachelor’s degree in Finance, Business Administration, or a related discipline preferred

🏖️ Benefits

• Competitive compensation • Comprehensive benefits • Career growth opportunities • Collaborative team culture