Senior Client Success Specialist - Remote Finance

Inspira Financial Trust, LLC in

Oak Brook (IL)

Remote

USD 28,000 - 34,000

Full time

8 days ago
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Benefits offered by this job

Healthcare
401K
Company holidays
Paid time off
Parental leave

Job summary

Inspira Financial is seeking a Sr. Support Specialist to join the team remotely. You will handle email, chat, and text inquiries from accountholders, provide advanced product education on FSA, HSA, COBRA, and direct rollover plans, and resolve time-sensitive issues.

You will coordinate with internal departments, mentor newer staff, and contribute to training and process improvements. The role requires strong written communication, the ability to manage multiple channels, and a customer-focused

Qualifications

  • High School Diploma or equivalent required.
  • 2–4 years of experience in customer service/call center.
  • 3+ years of experience in financial services preferred.

Responsibilities

  • Respond to accountholder emails, chats, voice calls, or texts.
  • Manage escalated client situations and follow up with accountholders.
  • Mentor new Support Specialists and assist with training and onboarding.
  • Support pilots, UAT, and other new programs as needed.

Skills

Customer service
Multitasking
Communication skills
Salesforce/Service Cloud
Bilingual preferred

Education

High School Diploma

Tools

Salesforce/Service Cloud

Job description

Inspira Financial is seeking a Sr. Support Specialist to join the team remotely. You will handle email, chat, and text inquiries from accountholders, provide advanced product education on FSA, HSA, COBRA, and direct rollover plans, and resolve time-sensitive issues.

You will coordinate with internal departments, mentor newer staff, and contribute to training and process improvements. The role requires strong written communication, the ability to manage multiple channels, and a customer-focused

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