Client Success Specialist

IRALOGIX; Oregon; Hybrid; USD 42,000 - 70,000; Full time

Job summary

IRALOGIX, Inc. is seeking a CLIENT SUCCESS SPECIALIST, RETIREMENT SERVICES to support retirement clients and ensure smooth account servicing.

You will combine IRA operations knowledge with strong communication to assist clients and advisors through our platform and processes. Responsibilities include handling inquiries via phone, chat, and email, supporting contributions, distributions, rollovers, and beneficiary changes, and collaborating with compliance and partner recordkeepers to meet

Qualifications

• 3+ years in financial services, IRA administration, or wealth management client support.
• Proven client service with high accuracy and compliance.
• Proficient with Microsoft Office and CRM platforms.
• Spanish fluency is a plus.

Responsibilities

• Provide service and technical support on IRA activities.
• Handle inbound/outbound communications via phone, live chat, and email.
• Support day-to-day IRA administration and recordkeeping.
• Assist clients and advisors with platform navigation and reporting.
• Collaborate with operations, compliance, and partner recordkeepers to ensure proper documentation.
• Escalate complex issues to appropriate internal teams while maintaining customer satisfaction.
• Deliver an above-and-beyond customer experience with empathy, patience, and professionalism.
• Handle sensitive financial and personal data with integrity.

Skills

retirement account operations

customer service

communication skills

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM software

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% IRA

LOGIX

is 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

• 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

• 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 opportunitiesCompetitive compensation and comprehensive benefitsIRALOGIX 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