Client Success Specialist

This is a fully remote position, open to applicants in North Carolina, +2 more states.

📋 Description

• Deliver service and technical assistance to retirement investment clients concerning IRA account transactions, wealth management procedures, and recordkeeping obligations.

• Oversee incoming and outgoing client communications via phone, live chat, and email.

• Assist with IRA administration and recordkeeping tasks, which include contributions, distributions, rollovers, transfers, and changes to beneficiaries.

• Guide clients and advisors in navigating the technology platform, encompassing account setup, transaction history, reporting, and compliance documentation.

• Work collaboratively with operations, compliance, and partner recordkeepers to ensure precise documentation and compliance with DOL regulations.

• Refer complex issues to the appropriate internal teams while ensuring accountability for customer satisfaction.

• Provide an outstanding customer experience characterized by technical accuracy, empathy, patience, and professionalism.

• Manage sensitive financial and personal information with integrity and responsibility.

⛳️ Requirements

• A minimum of 3 years of experience in financial services, IRA administration, or client support within wealth management.

• Proven expertise in retirement account operations.

• A successful history of delivering exceptional client service with accuracy, confidentiality, and compliance in account-related tasks.

• Proficient in Microsoft Office Suite, including Excel, Outlook, and Word.

• Familiarity with CRM or customer support platforms.

• Excellent written and verbal communication skills.

• Capable of converting complex financial concepts into clear, client-friendly language.

• Strong organizational and analytical abilities.

• Skilled in managing multiple priorities in a dynamic, fast-paced environment.

• Ability to collaborate effectively within cross-functional teams.

• Detail-oriented, resourceful, and dedicated to continuous improvement.

• Fluency in Spanish is a plus.

• A Bachelor's degree in Finance, Business Administration, or a related field is preferred.

• Must be a U.S. Citizen, Permanent Resident, or otherwise authorized to work permanently in the United States.

🏝️ Benefits

• Competitive compensation.

• Comprehensive benefits package.

• Opportunities for career advancement.

• A collaborative team culture.