IRALOGIX is hiring a Client Success Specialist for Retirement Services to serve as a trusted client contact across the retirement ecosystem. You will blend financial service expertise, IRA operations knowledge, and communication skills to deliver exceptional support and ensure seamless account servicing.
What You'll Do
- 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 via phone, live chat, and email, ensuring timely and accurate responses to 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 for 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.
What We're Looking For
- 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.
- Proficient in computer applications, including Microsoft Office Suite (Excel, Outlook, Word) and CRM/customer support platforms.
- Outstanding written and verbal communication abilities, with the capacity to translate complex financial information into clear, client-friendly terms.
- 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.
- Detail-oriented, resourceful, and committed to continuous improvement in client experience and operational excellence.
- Must be a U.S. Citizen, Permanent Resident, or otherwise authorized to work permanently in the United States.
Nice to Have
- Bachelor’s degree preferred in Finance, Business Administration, or a related discipline.
- Spanish fluency is a plus.
Technical Stack
- Microsoft Office Suite (Excel, Outlook, Word)
- CRM/customer support platforms
Benefits & Compensation
- Competitive compensation and comprehensive benefits
Work Mode
This is a hybrid position based in Pittsburgh, PA or SLC, UT (Remote).
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
