Client Success Specialist

Iralogix; United States; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career growth opportunities

Collaborative team culture

Job summary

IRALOGIX, Inc. is seeking a Customer Care Representative to act as a trusted client contact within retirement services. You will combine financial services expertise with IRA operations knowledge to deliver top-tier client support and seamless account servicing.

Responsibilities include guiding IRA activity, handling multi-channel communications, and supporting daily IRA administration. Exceptional communication and compliance are essential, with a focus on accuracy and client satisfaction.

Qualifications

• 3+ years in financial services, IRA administration, or wealth management client support.
• Strong client service with high standards of accuracy, confidentiality, and compliance.
• Proficient in Excel, Outlook and Word.
• Spanish fluency a plus.
• 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.
• Manage inbound and outbound communications (phone, live chat, email) with customers.
• Support day-to-day IRA administration and recordkeeping functions: contributions, distributions, rollovers, transfers, beneficiaries.
• Assist customers and advisors navigate the technology platform: account setup, history, reporting, documentation.
• Collaborate with operations, compliance, and partner recordkeepers to ensure accurate documentation and regulatory adherence.
• Escalate complex issues to internal teams while maintaining accountability for CSAT.
• Deliver an above-and-beyond customer experience with empathy, patience, and professionalism.

Skills

Client service

Communication skills

Financial services

CRM platforms

Spanish preferred

Education

Bachelor’s degree

Tools

Microsoft Office

CRM software

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 aCLIENT 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