Client Success Specialist – Retirement Services

This is a fully remote position, open to applicants in Pennsylvania, +1 more state.

📋 Description

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

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

• Assist with IRA administration and recordkeeping tasks, encompassing contributions, distributions, rollovers, transfers, and beneficiary modifications.

• Guide customers and advisors in utilizing the technology platform, including account configuration, transaction history, reporting, and compliance documentation.

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

• Elevate complex issues while ensuring accountability for customer satisfaction.

• Provide accurate, empathetic, patient, and professional customer interactions.

• 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.

• Expertise in retirement account operations.

• Established track record of outstanding client service, precision, confidentiality, and compliance.

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

• Familiarity with CRM/customer support systems.

• Excellent written and verbal communication abilities.

• Capability to convey complex financial concepts in straightforward, client-friendly language.

• Strong organizational and analytical skills.

• Ability to handle multiple priorities in a dynamic environment.

• Aptitude for effective collaboration within cross-functional teams.

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

• Must be a U.S. Citizen, Permanent Resident, or otherwise authorized for permanent employment in the United States.

• Spanish language proficiency is an advantage.

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

🏝️ Benefits

• Competitive salary.

• Comprehensive benefits package.

• Opportunities for career advancement.

• Collaborative team environment.