Remote Retirement FinTech Client Success Specialist

Iralogix; Salt Lake City (UT); Hybrid; USD 60,000 - 80,000; Full time

Job summary

IRALOGIX, Inc. is seeking a Client Success Specialist in retirement services to serve as a trusted client contact across the retirement ecosystem.

You will combine financial service expertise and IRA operations knowledge with effective communication to deliver exceptional client support and ensure seamless account servicing. The role requires 3+ years in financial services or IRA administration, strong client-service skills, and proficiency with Office and CRM tools.

Qualifications

• 3+ years of experience in financial services, IRA administration, or wealth management client support.
• Outstanding communication abilities, both written and verbal, with ability to translate complex financial information for clients.
• Proficient in Microsoft Office Suite and CRM platforms.
• Spanish fluency is a plus.
• Bachelor's degree preferred in Finance, Business Administration, or related field.

Responsibilities

• Provide service and technical support to retirement investment customers, including guidance on IRA activity.
• Manage inbound/outbound communications (phone, live chat, email) with clients.
• Support day-to-day IRA administration and recordkeeping functions.
• Help customers and advisors navigate our technology platform and documentation.
• Collaborate with operations, compliance, and partner recordkeepers to ensure accurate documentation.
• Escalate complex issues to appropriate internal teams while maintaining accountability for customer satisfaction.
• Deliver an above-and-beyond customer experience with accuracy, empathy, and professionalism.

Education

Bachelor's degree preferred in Finance, Business Administration, or a related discipline

Tools

CRM software

Job description

IRALOGIX, Inc. is seeking a Client Success Specialist in retirement services to serve as a trusted client contact across the retirement ecosystem.

You will combine financial service expertise and IRA operations knowledge with effective communication to deliver exceptional client support and ensure seamless account servicing. The role requires 3+ years in financial services or IRA administration, strong client-service skills, and proficiency with Office and CRM tools.