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Role Description

As a Client Success Specialist in Retirement Services, you will serve 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.

• 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.

Benefits

• Join a FinTech innovator transforming the retirement services industry.
• Collaborative team culture with career growth opportunities.
• Competitive compensation and comprehensive benefits.

Company Description

IRALOGIX 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.

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