Remote Client Success Specialist, Retirement FinTech

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

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