IRALOGIX

Customer Success Manager

• 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

Explore Client Success Specialist at IRALOGIX. Review requirements and application details.

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Client Success Specialist