Senior Client Support Specialist (Financial Services)

Inspira Financial; Oak Brook (IL); On-site; USD 27,000 - 32,000; Full time

Benefits offered by this job

Healthcare benefits

401K plan

Paid time off

Parental leave

Job summary

Inspira Financial is seeking a Sr. Support Specialist to manage high-level customer communications via email, chat, and text, focusing on complex financial products such as FSA, HSA, COBRA, and Rollover plans.

You will collaborate with internal departments to resolve client inquiries and contribute to policy development. Ideal candidates will have 2–4 years in customer service and 3+ years in financial services, with Salesforce experience and strong written communication.

Qualifications

• Must have 2-4 years of experience in customer service/call center
• 3+ years of experience in financial services preferred
• Experience with health reimbursement accounts such as FSA, HSA, COBRA or R&W knowledge preferred
• Proficient with Microsoft Office and multiple systems

Responsibilities

• Respond and resolve incoming and outgoing accountholder emails, chats, voice calls, or texts.
• Manage escalated client situations and assist Managers with follow-up with accountholders.
• Understand processes, timelines, and next steps with accountholder with clear language.
• Troubleshoot issues related to completing required forms and online guidance.
• Provide feedback and recommendations on processes and technology to internal teams.
• Mentor new Support Specialists; support new applications and tools.
• Support Teams Leads and Managers as needed.
• Demonstrate alignment with company values in interactions.

Skills

Customer service

Financial services experience

Salesforce/Service Cloud

Bilingual language skills

Written communication

Multi-channel support

Problem solving

Attention to detail

Education

High School Diploma or equivalent

Bachelor’s degree preferred

Tools

Salesforce/Service Cloud

Job description

Inspira Financial is seeking a Sr. Support Specialist to manage high-level customer communications via email, chat, and text, focusing on complex financial products such as FSA, HSA, COBRA, and Rollover plans.

You will collaborate with internal departments to resolve client inquiries and contribute to policy development. Ideal candidates will have 2–4 years in customer service and 3+ years in financial services, with Salesforce experience and strong written communication.