{"id":3163424,"url":"https://alion.io/job/iralogix-client-success-specialist","title":"Client Success Specialist","company":{"id":2294176,"name":"Iralogix","domain":"iralogix.com","url":"https://alion.io/company/iralogix","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"ADP","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Salt Lake City, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":44000,"max_usd":97000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":648},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-23T16:42:52Z","employer_posted_date":"2026-10-23","last_verified_at":"2026-10-26T21:16:14Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"JOB DESCRIPTION\n\nCompany: IRALOGIX, Inc. Position: Customer Care Representative\nLocation: Pittsburgh, PA/SLC UT (Remote) Job Type: Full-Time/Exempt\nIndustry: Retirement Services/FinTech Software Travel: 0%-5%\n\nIRALOGIX 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.\nAs 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.\nResponsibilities\nThe essential responsibilities and duties for this position include, but are not limited to, the following:\nProvide service and technical support to retirement investment customers, including guidance on IRA account activity, wealth management processes, and recordkeeping requirements.\nManage inbound and outbound communications (phone, live chat, email) with customers, ensuring timely and accurate responses to IRA-related and account recordkeeping questions.\nSupport day-to-day IRA administration and recordkeeping functions, including contributions, distributions, rollovers, transfers, and beneficiary changes.\nHelp customers and advisors navigate our technology platform, including account setup, transaction history, reporting, and compliance documentation.\nCollaborate with operations, compliance, and partner recordkeepers to ensure accurate documentation and adherence to DOL regulations.\nEscalate complex issues to appropriate internal teams while maintaining accountability for customer satisfaction.\nConsistently deliver an above-and-beyond customer experience by blending technical accuracy with empathy, patience, and professionalism.\nDemonstrate integrity and responsibility when handling sensitive financial and personal data.\nQualifications\nThe essential skills and experience for this position include, but are not limited to, the following:\nDemonstrated proficiency in retirement account operations, with 3+ years of experience in financial services, IRA administration, or wealth management client support.\nProven track record of delivering exceptional client service and maintaining high standards of accuracy, confidentiality, and compliance in all account-related activities.\nProficient in computer applications, including Microsoft Office Suite (Excel, Outlook, Word) and CRM/customer support platforms.\nOutstanding communication abilities, both written and verbal, with the capacity to translate complex financial information into clear, client-friendly terms. Spanish fluency is a plus.\nStrong organizational and analytical skills, with the ability to manage multiple priorities in a dynamic, fast-paced environment.\nDemonstrated ability to collaborate effectively within cross-functional teams while maintaining accountability for individual performance and service outcomes.\nDetail-oriented, resourceful, and committed to continuous improvement in client experience and operational excellence.\nBachelor’s degree preferred in Finance, Business Administration, or a related discipline.\nMust be a U.S. Citizen, Permanent Resident, or otherwise authorized to work permanently in the United States. \nWhy join IRALOGIX\nJoin a FinTech innovator transforming the retirement services industry.\nCollaborative team culture with career growth opportunities\nCompetitive compensation and comprehensive benefits\nIRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. 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