Client Success Specialist

Circadian; North Carolina; Remote; USD 50,000 - 85,000; Full time

Job summary

IRALOGIX, Inc. is seeking a CLIENT SUCCESS SPECIALIST, RETIREMENT SERVICES to serve as a trusted client contact across retirement services.

You will blend financial service expertise with IRA operations knowledge and effective communication to deliver exceptional client support and seamless account servicing. The role involves guiding clients on IRA activity, managing communications across channels, and supporting day-to-day IRA administration and recordkeeping while ensuring compliance and high

Qualifications

• 3+ years in retirement account operations or wealth management client support.
• Strong accuracy, confidentiality, and regulatory compliance.
• Proficient with Excel, Outlook, Word; CRM experience.

Responsibilities

• Provide service/technical support for IRA accounts and recordkeeping.
• Handle inbound/outbound communications via phone, chat, and email.
• Support IRA administration tasks: contributions, distributions, rollovers, transfers, beneficiaries.
• Assist customers/advisors with our technology platform and reporting.
• Coordinate with operations/compliance and partner recordkeepers to follow Dol regulations.
• Escalate complex issues while ensuring customer satisfaction.
• Deliver a high-quality customer experience with professionalism.
• Protect sensitive financial and personal data.

Skills

Client service

Communication

CRM tools

Attention to detail

Spanish (bonus)

Education

Bachelor's degree in Finance/Business

Tools

Microsoft Office Suite

CRM platforms

Job description

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.

As a 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.

Why join IRALOGIX

• 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