Remote Client Success Specialist: IRA & Retirement

Circadian

North Carolina

Remote

USD 50,000 - 85,000

Full time

4 days ago

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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.