Client Success Specialist

🔥 12 hours ago

🌲 North Carolina, Pennsylvania, +1 more states – Remote

🌲 North Carolina – Remote 🔔 Pennsylvania – Remote ⛷️ Utah – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 customer communications through phone, live chat, and email • Support IRA administration and recordkeeping functions, 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 to appropriate internal teams while maintaining accountability for customer satisfaction • Deliver an exceptional customer experience through technical accuracy, empathy, patience, and professionalism • 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 • Demonstrated proficiency in retirement account operations • Proven track record of exceptional client service and accuracy, confidentiality, and compliance in account-related activities • Proficiency in Microsoft Office Suite, including Excel, Outlook, and Word • Experience with CRM/customer support platforms • Outstanding written and verbal communication abilities • Ability to translate complex financial information into clear, client-friendly terms • Strong organizational and analytical skills • Ability to manage multiple priorities in a dynamic, fast-paced environment • Ability to collaborate effectively within cross-functional teams • Detail-oriented, resourceful, and committed to continuous improvement • Spanish fluency is a plus • Bachelor's degree in Finance, Business Administration, or a related discipline preferred • Must be a U.S. Citizen, Permanent Resident, or otherwise authorized to work permanently in the United States

🏖️ Benefits

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