Client Operations Coordinator

1 week ago


Longwood, Florida, United States Inspira Financial Full time

Embark on a rewarding career journey with Inspira Financial, where you will play a vital role in supporting both businesses and individuals as they navigate their financial futures. Join a company that prioritizes people and is dedicated to client satisfaction in every interaction. Be part of a community of innovative thinkers committed to achieving results and fulfilling our mission with a steadfast dedication to integrity. Together, we aim to enhance and simplify the health and wealth journey, consistently striving for improved outcomes for everyone involved.

At Inspira Financial, we understand that the ideal candidate may not meet every single requirement. We encourage all individuals to apply, even if they do not fulfill all the criteria listed. Our objective is to cultivate a genuine workplace that values diversity among our candidates. We are committed to ensuring our team reflects the diverse range of businesses and clients we serve. We are continuously seeking to expand our dynamic team with enthusiastic individuals who thrive in a collaborative and enjoyable environment that promotes career growth. We eagerly await your application.

YOUR ROLE IN GROWTH:

We are in search of a dedicated Client Operations Coordinator who is ready to embrace opportunities and excel in a fast-paced setting. As a leader in the retirement account custodian sector, we empower our team members to take charge of their professional journeys while assisting clients in reaching their financial aspirations. In this role, you will have the chance to support clients through various communication channels, including in-person interactions, phone calls, and email correspondence.

  • Foster a positive customer service atmosphere that encourages growth for both clients and yourself.
  • Maintain accurate records through our Customer Relationship Management (CRM) system.
  • Collaborate with colleagues to identify and implement efficiency enhancements, propelling your career development.
  • Ensure data protection and compliance to facilitate ongoing growth.
  • Build strong relationships with team members, promoting both personal and professional development.
IF YOU POSSESS SOME OR ALL OF THE FOLLOWING QUALIFICATIONS, WE ENCOURAGE YOU TO APPLY:
  • High School Diploma or equivalent.
  • 0-2 years of relevant experience.
  • Proficiency in documenting and recording client interactions via phone or email, ensuring accurate entries in our CRM system.
  • Experience in performing administrative tasks, such as typing, processing orders, or managing incoming and outgoing correspondence, to support seamless daily operations.
  • Adept at researching client inquiries and gathering information efficiently by asking targeted questions and conducting thorough research to provide solutions.
  • Strong organizational skills to articulate guidelines and regulations to clients, ensuring clarity regarding their accounts.
  • Ability to interpret rules and regulations for clients, ensuring comprehensive understanding.
  • Effective communication skills to engage with team members through in-person interactions and digital platforms, fostering clear and positive communication.
Inspira Financial is dedicated to providing comprehensive health, wealth, retirement, and benefits solutions that enhance and simplify the financial journey. With a client base exceeding 7 million and over $62 billion in assets, we collaborate with numerous employers, plan sponsors, recordkeepers, third-party administrators, and other institutional partners to help individuals plan, save, and invest for a brighter future. Our commitment to achieving better outcomes for all is evident through our various services, including automatic rollover options, health savings accounts, emergency savings funds, and custody services. Learn more about our mission and values.

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