Retirement and Wealth - Sr. Support Specialist (Remote)
Inspira Financial Trust, LLC
- Remote job
The Sr. Support Specialist is responsible for ownership of additional communications channels with accountholders or members who reach our contact center primarily through email, chat, or text. The role provides valuable advanced-level support and education on products like Flexible Spending Accounts (FSA), Healthcare Savings Accounts (HSA), COBRA (H&B) or Automatic Rollover/Direct Rollover plans (R&W). The Sr. Support Specialist will typically handle more complex or delicate issues,including time sensitive or escalated cases. The role also assumes the primary responsibility of interacting with all the necessary internal Inspira departments to resolve client requests or answer any inquiries related to their account activity and investments. Through excellent verbal and written communications, the individual in this position develops, strengthens, and maintains a positive relationship with our clients and firm associates. The Sr. Support Specialist also assists other senior members of the ACES Department in developing and updating internal Policies and Procedures. This role involves assisting Team Leads and Managers with mentoring new team members as well as supporting all staff on any new applications or tools. A Sr. Support Specialist is a Subject Matter Expert (SME) in all areas of their division at Inspira. Duties & Responsibilities: Respond and resolve incoming and outgoing accountholder emails, chats, voice calls, or texts. Manage escalated client situations and assist Managers with following up with accountholders. Understand and be able to articulate processes, timelines, and next steps with accountholder with clear, common language Strong ability to troubleshoot issues related to completing required forms and assisting with online guidance. Ability to provide feedback and recommendations on processes and technology to our internal teams, both written and orally Assist with mentoring new Support Specialists Assist with supporting Support Specialists on new applications and tools Provide support and assistance to Support Specialists, Team Leads, and Managers as needed. Provide feedback and suggestions to the training team Showcase alignment with our company values in every interaction with accountholders and team members Participate in pilots, UAT, and other new programs as needed Other duties as assigned The typical schedule for this position is Monday through Friday, from 9:30 a.m. CT to 6 p.m. CT or 10:30 a.m. CT to 7 p.m. CT. Training for this position is 7 weeks. Training Schedule: Tier 1 Training - 3 weeks (Following the Training Schedule from 8 a.m. CT to 4:30 p.m. CT) Tier 1 Call Lab - 2 weeks (Following the Regular Schedule from 11:30 a.m. CT to 8 p.m. CT) Tier 2 Training - 1 week (Following the Training Schedule from 8 a.m. CT to 4:30 p.m. CT) Tier 2 Call Lab - 1 week (Following the Regular Schedule from 11:30 a.m. CT to 8 p.m. CT) #J-18808-Ljbffr Inspira Financial Trust, LLC
- Job DescriptionThe Senior Product Designer will report to the Sr. Manager, Digital Design and play a key role in shaping the user experience across Inspira's Retirement & Wealth digital products. This individual will leverage UX research, user-centered design principles...Remote workSeniorRetirement
- The Senior Product Designer will report to the Sr. Manager, Digital Design and play a key role in shaping the user experience across Inspira's Retirement & Wealth digital products. This individual will leverage UX research, user-centered design principles, and modern design...Remote jobSeniorRetirement
$91.63k - $115.92k
...Sr. Product Support Specialist Join to apply for the Sr. Product Support Specialist role at GEHA... ...benefits effective day one ~401(k) retirement plan: company match – dollar for dollar... ...Program While this is a remote opportunity, at this time G.E.H.A does...Remote workSeniorRetirementFull timeTemporary workLocal areaWork from homeHome office- ...delivery for complex digital platform initiatives within the Retirement and Wealth business. The initial focus will be modernizing customer... ...success criteria while coordinating customer communications, support preparation, monitoring, and hypercare.Track risks, assumptions...Remote jobSeniorRetirementAfternoon shift
$99k - $176k
...Job Description SR AUDIT MANAGER- WEALTH MANAGEMENT WHAT... ...Trust Administration Retirement and Custody Services... ...Fund Vehicles Support Functions (Operations... ...Fiduciary & Investment Risk Specialist (CFIRS) Or... ...indicated as fully remote, reporting into a designated...Remote workSeniorRetirement- A staffing firm in Livonia, MI is seeking a full-time Senior Wealth Management Advisor. This hybrid role involves providing comprehensive wealth management services, including financial and retirement planning, to clients. Candidates must possess strong skills in financial...Remote jobSeniorRetirementFull time
- Inspira Financial Trust, LLC is seeking a Senior Product Designer to shape how users interact with Retirement & Wealth products. You will blend UX research, user-centered design, and AI-assisted workflows from discovery through delivery. You will partner with Product, Engineering...Remote jobSeniorRetirement
- Curvion Blue is seeking a Senior Wealth Strategy Consultant to conduct 25-30 inbound Zoom... ...-net-worth prospects. You’ll educate on retirement tax strategies, assess needs with a... ...selling, with extensive coaching and a fully remote setup. #J-18808-Ljbffr Curvion BlueRemote jobSeniorRetirement
- Inspira Financial is seeking a Senior Product Designer to shape the user experience across Retirement & Wealth digital products. You will lead design from discovery to delivery, collaborating with Product, Engineering, Content Design, and QA to translate complex business...Remote jobSeniorRetirement
$200k - $250k
Curvion Blue is seeking a Senior Wealth Strategy Consultant who will conduct inbound consultations with high-net-worth clients seeking retirement tax planning. This remote role offers a realistic earning potential of $200K-$250K+. You'll engage in sophisticated financial...Remote jobSeniorRetirement$77.6k - $176k
User Support Specialist, SeniorThe Opportunity:Support an Air Force client as a subject matter... ...health, life, disability, financial, and retirement benefits, as well as paid leave,... ...have their cameras on during meetings.Remote: If this position is listed as remote,...Remote workSeniorRetirementFull timeContract workPart timeFor contractorsWork at officeLocal areaFlexible hours- The primary function of this role is to provide live, real-time assistance to support center specialists, which includes providing guidance in a digital work environment and being the first point of contact for all team members. Team Leads are also the first point for...Remote jobRetirementMonday to Friday
- ...arrangement. You will receive 18 remote workdays per quarter to use... ...HarbourVest’s Global Private Wealth business. This role... ...established team, the role will also support the development of campaign workflows... ...package that may include retirement, health, insurance, paid time...Remote workSeniorRetirementFull timeWork at officeLocal areaHome office1 day per week
$124k - $225k
...advisors, institutions, and retirement plan sponsors. We take an active... .... You’ll enjoy resources to support your career path, as well as... ...matter to you. Role SummaryThe Wealth Services team is seeking a... ...Maryland, Colorado, Washington and remote workers$124,000.00 - $225,000...Remote workSeniorRetirementFull timeWork experience placementLocal areaWork from home1 day per week$150k - $220k
...Senior Wealth Advisor $150,000 - $220,000 Oakbrook Terrace,... ...range of services, including retirement planning, estate planning, tax... ...providing them with the guidance and support they need to navigate the... ...~ Flexible schedule ~ Remote work ~ Guaranteed base salary...Remote workSeniorRetirementFlexible hours$230k - $265k
...critical role within AssetMark’s Wealth Solutions group. You will... ...UHNW financial plans, including retirement income, tax mitigation,... ...strategies and advice materials that support advisor and client decision-... ...this position. #LI-CR1 #LI-Remote Who We Are & What We Offer...Remote workSeniorRetirementFlexible hours- ...Description Job Description Senior Wealth Manager Presented by Rekroot on behalf... ...to high‑net‑worth clients — all with the support of a collaborative team behind you.... ...strategies across tax, estate, investments, retirement, and risk management Coordinate tax strategy...Remote workSeniorRetirement
$200k - $250k
...help high net worth retirees make smarter retirement tax planning decisions. This is NOT a... ...in retirement tax planning and wealth strategy solutions. Position Overview... ...Performers Love This Opportunity: ~100% remote environment ~25-30 inbound consultations...Remote workSeniorRetirementFor contractorsFlexible hours- ...Level Energy Programs Administrative Support Specialists to support requirements that address the... ...| Houston, TX | Charlotte, NC | Other Remote) but services International Projects (... ...2 carriers: Aetna and VSP.401(k) Retirement Savings Plan:401(k) Retirement Savings...Remote workSeniorRetirementFull timeContract workTemporary workFor contractorsWork at officeFlexible hours
$50k
...growing, multi-location private wealth management practice is... ...delivering proactive, high-touch support to Gold and Platinum client relationships... ...holidays each year • 401(k) retirement plan with pre-tax and Roth... ...• Potential flexible or remote arrangement for a highly...Remote workSeniorRetirementFull timeTemporary workPrivate practiceLocal areaFlexible hours$170k - $210k
...Summary: The Partner, Sr. Wealth Advisor works in a... ...centered environment to support the team's region-wide... ...), Personal Financial Specialist (PFS), Chartered... ...with a combination of remote and office work in a professional... ...and more. ~401(k) Retirement Plan with both...Remote workSeniorRetirementTemporary workWork at officeLocal areaMonday to FridayFlexible hours$90k - $157.5k
...forSenior Consultants in our Wealth Management practice serve as... ...communicating defects to Technical Support and Product Management.... ...ability to work effectively when remote from clients. Travel of 30%-5... ...program, which includes: our retirement savings plan (401K) with...Remote workSeniorRetirementTemporary workFlexible hours$75k - $85k
...services to government clients in support of critical mission needs.... ...a Service Desk Support Specialist (Senior-Level) to join our team... ...or higher is required Non-remote (relocation incentive available... ...reimbursement program, retirement, and more. Link Solutions,...Remote workSeniorRetirementFull timeTemporary workWork at officeRelocationRelocation packageMonday to Friday- ...college dreams, and retirement goals, we help families... ...and craft unique wealth-building strategies.... ...on-site role for a Sr. Registered Client Specialist located in Scottsdale... ...financial insights, supporting sales efforts, and maintaining... ...tools \n Some remote work can be...Remote workSeniorRetirementFull time
- ...with deep hands-on engineering and strong US retirement domain insight to drive architecture and... ...design for enterprise modernization across wealth and asset management, review code, and guide engineering teams. This remote US-based role emphasizes collaboration, scalability...Remote jobRetirement
- ...for advisors who thrive in a remote-first, collaborative environment... ..., infrastructure, and support to help you scale. At this... ...construction Tax-aware planning Retirement income and distribution... ...Coordinate with third-party specialists across tax, trust & estate, and...Remote workSeniorRetirement
$122k - $209k
...advisors, institutions, and retirement plan sponsors. We take... ...’ll enjoy resources to support your career path, as... ...you. Role SummaryThe Sr. Product Owner, Advice... ...Preferred:Experience in wealth management, fintech, investment... ..., Washington and remote workers$135,000.00 - $2...Remote workSeniorRetirementFull timeWork experience placementLocal areaWork from home1 day per week- ...seeking experienced Senior Wealth Advisors to join... ...full service team support, a deep planning platform... ...comprehensive planning: retirement, tax, estate,... ...Collaborate with in-house specialists (planning, investments... ...with flexibility to work remotely and from a local office...Remote workSeniorRetirementWork at officeLocal area
- ...Tulsa -TULAreas of Interest: Bank Operations; Professional; Wealth Management OperationsPay Transparency Salary Range: Not AvailableApplication... ...centralized operational oversight and quality function supporting Retirement Plan Services. This is a unique opportunity to shape the...SeniorRetirement
- ...strategic offensive and defensive ballistic missile testing and support space situational awareness operations and experiments, using... ...life insurances, generous Paid Time Off and holiday pay, a retirement savings plan with a company match and vesting on day one! Note...SeniorRetirementWork at officeWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement and Wealth - Sr. Support Specialist (Remote). Be the first to apply!
- student support specialist Oak Brook, IL
- event support specialist Oak Brook, IL
- recruiting support specialist Oak Brook, IL
- support representative Oak Brook, IL
- information technology support specialist Oak Brook, IL
- support associate Oak Brook, IL
- application support associate Oak Brook, IL
- laboratory support specialist Oak Brook, IL
- family support officer Oak Brook, IL
- support specialist Oak Brook, IL




