Client Success Specialist

IRALOGIX,Inc•Salt Lake City, UT

5d•Remote

About The Position

IRALOGIX is a rapidly growing FinTech company transforming IRA administration and recordkeeping. The Client Success Specialist, Retirement Services serves as a trusted client contact across the retirement services ecosystem, combining financial services expertise, IRA operations knowledge, and effective communication to provide exceptional client support and seamless account servicing. The position is listed as full-time and exempt, remote, with locations in Pittsburgh, Pennsylvania, or Salt Lake City, Utah, and 0%–5% travel. The role provides service and technical support to retirement investment customers and assists customers and advisors with IRA account activity, account servicing, recordkeeping, and use of the company’s technology platform. It also involves coordinating with internal operations and compliance teams and partner recordkeepers to support accurate documentation and regulatory adherence. The specialist is expected to handle sensitive information responsibly and deliver a professional, empathetic, and accurate client experience.

Requirements

At least 3 years of experience in financial services, IRA administration, or wealth management client support, with demonstrated proficiency in retirement account operations.
A track record of exceptional client service and accuracy, confidentiality, and compliance in account-related activities.
Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word, and with CRM or customer support platforms.
Excellent written and verbal communication skills, including the ability to explain complex financial information in clear, client-friendly terms.
Strong organizational and analytical skills and the ability to manage multiple priorities in a dynamic, fast-paced environment.
Ability to collaborate effectively across teams while maintaining accountability for individual performance and service outcomes.
Detail-oriented, resourceful, and committed to improving 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 Haves

Spanish fluency.
Bachelor’s degree preferred in Finance, Business Administration, or a related discipline.

Responsibilities

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 customer communications by phone, live chat, and email, responding to IRA and account recordkeeping questions accurately and promptly.
Support day-to-day IRA administration and recordkeeping, including contributions, distributions, rollovers, transfers, and beneficiary changes.
Help customers and advisors use the 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 remaining accountable 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.