The Exchange Specialist provides exceptional customer service, onboarding new clients, troubleshooting issues, maintaining client relationships, and supporting cash management and documentation.
Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
• This position is responsible for providing exceptional customer service to the organization's clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships.• Executing on subject matter experts' consultations with clients.• Preparing transactional documents and agreements both manually and via software applications related to company service offerings. related to conventional forward exchanges.• Maintaining client files, reports and providing administrative support as may be required.• Assisting with cash management (banking and funding) to service client accounts.• Providing support to clients including troubleshooting and problem escalation as needed.• Providing strong, consistent customer service to all clients and maintains client relationships.• Assisting with onboarding and training of new clients and retention of existing clients.• Gaining knowledge and understanding of 1031 exchanges in order to independently provide service to clients.• Fielding inquiries from clients via phone, email, and web-leads.• Performing additional tasks or responsibilities as needed by the company.
Preferred Qualifications
Years of Experience: N/A . Degree: • Bachelor's Degree in related field or equivalent industry experience. . Certification: • Awareness of Certified Exchange Specialist (CES) Designation• Title and Escrow/Real Estate experience preferred
. Skills & Abilities: • Company Values: Creative, Collaborative, Competitive, Curious • Highly ethical• Comfortable not knowing answers, but resourceful and able to resolve issues• Open to receiving and providing feedback• Sociable - client facing• Flexible and adaptable• Highly self-motivated and directed• Detail-oriented• Partnering• Confident• Open to training and learning• Expert written, oral, and interpersonal communication skills. • High level of competency working with Microsoft Office suite and cloud-based applications.• Strong time-management and prioritization skills.• Experience working both independently and, in a team-oriented, collaborative environment. • Familiarity with the Agile values and principles
Compensation & Benefits
$58,000-$68,000 per year
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
• This position is responsible for providing exceptional customer service to the organization's clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships.• Executing on subject matter experts' consultations with clients.• Preparing transactional documents and agreements both manually and via software applications related to company service offerings. related to conventional forward exchanges.• Maintaining client files, reports and providing administrative support as may be required.• Assisting with cash management (banking and funding) to service client accounts.• Providing support to clients including troubleshooting and problem escalation as needed.• Providing strong, consistent customer service to all clients and maintains client relationships.• Assisting with onboarding and training of new clients and retention of existing clients.• Gaining knowledge and understanding of 1031 exchanges in order to independently provide service to clients.• Fielding inquiries from clients via phone, email, and web-leads.• Performing additional tasks or responsibilities as needed by the company.
Preferred Qualifications
Years of Experience: N/A . Degree: • Bachelor's Degree in related field or equivalent industry experience. . Certification: • Awareness of Certified Exchange Specialist (CES) Designation• Title and Escrow/Real Estate experience preferred
. Skills & Abilities: • Company Values: Creative, Collaborative, Competitive, Curious • Highly ethical• Comfortable not knowing answers, but resourceful and able to resolve issues• Open to receiving and providing feedback• Sociable - client facing• Flexible and adaptable• Highly self-motivated and directed• Detail-oriented• Partnering• Confident• Open to training and learning• Expert written, oral, and interpersonal communication skills. • High level of competency working with Microsoft Office suite and cloud-based applications.• Strong time-management and prioritization skills.• Experience working both independently and, in a team-oriented, collaborative environment. • Familiarity with the Agile values and principles
Compensation & Benefits
$58,000-$68,000 per year
Inspira Financial Denver, Colorado, USA Office
Inspira Financial Accruit an Inspira Financial Solution Office
44 Cook St Suite 530, Denver, Colorado, United States, 80206
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