Client Success Specialist, Retirement Services - Remote

JOB DESCRIPTION Company: IRALOGIX , Inc. Position: Customer Care Representative Location: Pittsburgh, PA/SLC UT (Remote) Job Type: Full-Time/Exempt Industry: Retirement Services/FinTech Software Travel: 0%-5% IRA LOGIX 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. As a CLIENT SUCCESS SPECIALIST, RETIREMENT SERVICES serves 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. Responsibilities The essential responsibilities and duties for this position include, but are not limited to, the following: 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 respons