Client Services Specialist

Superior IRA & HSA, LLC; United States; Remote; USD 55,000 - 68,000; Full time

Job summary

A leading financial services company is seeking a Client Service Specialist to provide remote support for bank and credit union clients. This full-time position requires expertise in IRAs, HSAs, and beneficiary claims, with a focus on delivering exceptional client experiences through effective communication and compliance adherence. Successful candidates will exhibit strong problem-solving skills and attention to detail, making a meaningful impact within the financial community.

Benefits

Health insurance

401k with employer match

Paid time off

100% remote work environment

Qualifications

• Experience with financial products (IRAs, HSAs, beneficiary claims).
• Strong communication skills and detail-oriented.
• Team player with problem-solving abilities.

Responsibilities

• Provide client support via phone and chat on IRAs and HSAs.
• Assist clients with transactions and compliance requirements.
• Maintain accurate records in the CRM system.

Skills

Communication

Detail-oriented

Problem-solving

Organizational skills

Education

Experience with IRAs, HSAs, ESAs

Tools

CRM systems like Salesforce or HubSpot

Job description

Superior IRA & HSA, LLC provided pay range

This range is provided by Superior IRA & HSA, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $68,000.00/yr

Client Service Specialist

About the Role

We’re hiring a Client Service Specialist to support our bank and credit union clients nationwide. This full-time, remote role is ideal for a service-minded professional with experience in IRAs, HSAs, and beneficiary claims. You’ll deliver expert support via phone and chat, ensuring clients receive timely, accurate, and professional assistance.

What You'll Do

• Provide phone and chat support on IRAs, HSAs, and ESAs
• Answer client questions related to contributions, distributions, rollovers, and transfers
• Assist clients with platform navigation and transaction processing
• Process beneficiary claims in line with compliance requirements
• Maintain accurate records in the CRM system
• Collaborate with team members to ensure seamless client experiences
• Stay current with financial regulations and industry best practices

What We're Looking For

Experience with IRAs, HSAs, ESAs, or similar financial products

Familiarity with handling beneficiary claims

Strong communication skills for both phone and chat

Detail-oriented with excellent organizational skills

Team player with strong problem-solving abilities

Bonus Points

Experience working with banks or credit unions

Familiarity with CRM systems like Salesforce or HubSpot

Why Join Us

• Health insurance
• 401k with employer match
• Paid time off
• 100% remote work environment

Apply now to be part of a service-focused team making a difference for financial institutions and their account holders every day.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

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