Client Success Specialist
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Job Description
Client Success Specialist supporting IRA customers, advisors, and recordkeeping operations for IRALOGIX, a retirement-services fintech. Handling account transactions, platform guidance, compliance documentation, and client communications.
Responsibilities:
- Provide service and technical support to retirement investment customers regarding IRA account activity, wealth management processes, and recordkeeping requirements
- Manage inbound and outbound customer communications through phone, live chat, and email
- Support IRA administration and recordkeeping functions, including contributions, distributions, rollovers, transfers, and beneficiary changes
- Help customers and advisors navigate the 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
- Deliver an exceptional customer experience through technical accuracy, empathy, patience, and professionalism
- Handle sensitive financial and personal data with integrity and responsibility
Requirements:
- 3+ years of experience in financial services, IRA administration, or wealth management client support
- Demonstrated proficiency in retirement account operations
- Proven track record of exceptional client service and accuracy, confidentiality, and compliance in account-related activities
- Proficiency in Microsoft Office Suite, including Excel, Outlook, and Word
- Experience with CRM/customer support platforms
- Outstanding written and verbal communication abilities
- Ability to translate complex financial information into clear, client-friendly terms
- Strong organizational and analytical skills
- Ability to manage multiple priorities in a dynamic, fast-paced environment
- Ability to collaborate effectively within cross-functional teams
- Detail-oriented, resourceful, and committed to continuous improvement
- Spanish fluency is a plus
- Bachelor's degree in Finance, Business Administration, or a related discipline preferred
- Must be a U.S. Citizen, Permanent Resident, or otherwise authorized to work permanently in the United States
Benefits:
- Competitive compensation
- Comprehensive benefits
- Career growth opportunities
- Collaborative team culture
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