BenefitsLink logo
EmployeeBenefitsJobs logo
Search by state:
Search by zip code:
Search by job function:
Subscribe Now

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Featured Jobs
Member Services Representative (DC)
Assistant Retirement Plan Administrator (NJ, PA)
Marketing Associate (CA)
ESOP Administrator (ANY STATE, VA)
Administrative Consultant for Qualified Retirement Plans (CA)
Retirement Plan Processor / Record-Keeper (TX)
Get the BenefitsLink appLinkedIn

Client Services Specialist (iJoin)

LDIntelligence, LLC


About the role

LDIntelligence (LDI) is a growing fintech company dedicated to building innovative software solutions for the retirement industry. In the Client Services Specialist role, you’ll be responsible for ensuring the successful implementation of LDI’s iJoin suite of products. By joining our team you will become part of a tight-knit group that is hungry, full of knowledge to share and driven to succeed. As a team player you will adjust quickly and your depth of experience will provide insight that will help spearhead the evolution of our customer support processes.

Responsibilities and Duties

  • Serve as the primary technical support contact for the iJoin suite of products.
  • Ensure post-sale customer success in the deployment and proliferation of the iJoin Participant, Advisor, and Administrator facing solutions.
  • Develop and maintain content for the iJoin technical support site and supplemental materials to ensure optimal user-friendliness and effectiveness. This includes drafting of help topics and organization of site content.
  • Assist the software development team in the setup and testing of plan and participant data within Relius Administration.
  • This role has the potential to grow into a team management position as dictated by company growth.

Skills and attributes needed

  • Demonstrated prior success providing technical support to customers within the benefits administration and/or fintech industries.
  • Hands-on proficiency with Relius Administration or other recordkeeping software is a must.
  • Individuals who have filled the role of Retirement Plan Administrator and/or have worked as part of a software development team in a role such as Quality Assurance Engineer or Business Analyst will be strongly considered.
  • This position requires a self-starter mentality comfortable working independently as well as with a team.
  • Capacity to coordinate and manage multiple tasks at any given time.
  • Maintain strong client relationships with a high client satisfaction/retention rate.
  • Excellent written and verbal communication skills.
  • Excellent organizational skills.
  • Strong technical acumen with solid troubleshooting skills. An ability to write SQL database queries is not required, but a huge plus.
  • Good interpersonal and communication skills: verbal, listening and written.
  • This is a fully remote position. An ability to work from home effectively is an absolute must.


  • Competitive salary and healthcare package
  • 401(k) with company contributions
  • Fun environment where you can make an impact and help shape the future direction of a growing company
  • Work from home!

How to Apply

To apply, please send your resume to

This ad has been viewed 1012 times. It expires on 9/23/2018.

Renew this job Edit this job Remail this job Delete this job Feature This Job

About Us


Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Recommend a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2018, Inc.