Client Success Specialist

Iralogix; Charlotte (NC); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Collaborative team culture

Job summary

IRALOGIX, Inc. is hiring a Client Success Specialist in Charlotte, NC to serve as a trusted client contact across retirement services.

You will combine IRA operations knowledge with strong communication to deliver exceptional client support and ensure seamless account servicing. The role requires 3+ years in financial services or IRA administration, proficiency in Microsoft Office and CRM platforms, and excellent communication.

Qualifications

• 3+ years of experience in financial services, IRA administration, or wealth management client support.
• Proven track record of exceptional client service and accuracy in account-related activities.
• Proficient with Microsoft Office (Excel, Outlook, Word) and CRM platforms.
• Excellent written and verbal communication; Spanish fluency is a plus.
• Strong organizational and analytical skills in a dynamic environment.
• Team collaboration with cross-functional partners.
• Bachelor’s degree preferred in Finance, Business Administration, or related field.

Responsibilities

• Provide service and technical support to retirement investment customers, including IRA activity guidance.
• Handle inbound/outbound communications (phone, chat, email) with timely responses.
• Support day-to-day IRA administration and recordkeeping activities.
• Assist customers and advisors with navigating the technology platform and documentation.
• Collaborate with operations, compliance, and partner recordkeepers to ensure proper documentation.
• Escalate complex issues to internal teams while maintaining accountability for satisfaction.
• Deliver a high-quality customer experience with empathy and professionalism.
• Maintain integrity and confidentiality when handling financial data.

Skills

IRA operations

Client service

CRM platforms

Communication skills

Spanish is a plus

Organizational skills

Collaboration

Data handling

Education

Bachelor’s degree preferred

Tools

Microsoft Office

CRM systems

Job description

Client Success Specialist

CUSTOMER CARE - COR Full Time Charlotte, NC, US

Job Description

Company: IRALOGIX, Inc. Position: Customer Care Representative

Location: Pittsburgh, PA/SLC UT (Remote) Job Type: Full-Time/Exempt

Industry: Retirement Services/FinTech Software Travel: 0%-5%

IRALOGIXis a rapidly growing FinTech transforming IRA administration and recordkeeping. We empower financial institutions—IRA providers, 401(k) recordkeepers, advisors, and banks to deliver scalable, compliant, and efficient retirement solutions through modern technology.

Client Success Specialist, Retirement Services

serves as a trusted client contact across the retirement services ecosystem. You will combine financial service expertise, IRA operations knowledge, and effective communication skills to deliver exceptional client support and ensure seamless account servicing.

Responsibilities

The essential responsibilities and duties for this position include, but are not limited to, the following:

• 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.

Qualifications

The essential skills and experience for this position include, but are not limited to, the following:

• 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. Spanish fluency is a plus.
• 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.
• Bachelor’s degree preferred in Finance, Business Administration, or a related discipline.
• Must be a U.S. Citizen, Permanent Resident, or otherwise authorized to work permanently in the United States.
• Join a FinTech innovator transforming the retirement services industry.
• Collaborative team culture with career growth opportunities
• Competitive compensation and comprehensive benefits

IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D