Senior Client Support Specialist — Financial Services SME

RiseMe; Oak Brook (IL); Remote; USD 60,000 - 85,000; Full time

Job summary

Inspira is seeking a Sr. Support Specialist to own multi‑channel communication with accountholders via email, chat, or text, delivering advanced education on FSA, HSA, COBRA, and Rollover plans.

You will handle complex, time‑sensitive issues and interact with internal teams to resolve account activity and investments. You will also assist senior team members in developing internal policies, mentor new staff, and support new applications or tools, serving as a SME within the ACES division.

Qualifications

• 2-4 years of experience in customer service/call center
• 3+ years of experience in financial services industry preferred
• Bachelor’s degree preferred

Responsibilities

• Respond to incoming and outgoing accountholder emails, chats, voice calls, or texts.
• Manage escalated client situations and assist Managers with follow-up with accountholders.
• Explain processes, timelines, and next steps clearly to accountholders.
• Troubleshoot issues related to completing forms and online guidance.
• Provide feedback and recommendations on processes and technology to internal teams.
• Assist with mentoring new Support Specialists.
• Support Specialists on new applications and tools.
• Provide support to Support Specialists, Team Leads, and Managers as needed.
• Ensure training aligns with company values in every interaction.
• Participate in pilots, UAT, and other new programs as needed.
• Other duties as assigned

Skills

Customer service

Communication skills

Multitasking

Time management

Active listening

Empathy

Relationship building

Problem solving

Team collaboration

Patience

Education

High School Diploma

Bachelor's degree preferred

Tools

Salesforce

Service Cloud

Job description

Inspira is seeking a Sr. Support Specialist to own multi‑channel communication with accountholders via email, chat, or text, delivering advanced education on FSA, HSA, COBRA, and Rollover plans.

You will handle complex, time‑sensitive issues and interact with internal teams to resolve account activity and investments. You will also assist senior team members in developing internal policies, mentor new staff, and support new applications or tools, serving as a SME within the ACES division.