General Consideration - Wealth & Retirement Customer Service Representative (Remote)

| Chicago, IL, USA | Remote
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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.
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!

  • Training Schedule: 8 a.m. CT to 4:30 p.m. CT (subject to modification due to business needs)
    • Pacific Time: 6 a.m. to 2:30 p.m.
    • Mountain Time: 7 a.m. to 3:30 p.m.
    • Eastern Time: 9 a.m. to 5:30 p.m.
  • Regular Schedule: 10:30 a.m. CT to 7 p.m. CT (subject to modification due to business needs)
    • Pacific Time: 8:30 a.m. to 5 p.m.
    • Mountain Time: 9:30 a.m. to 6 p.m.
    • Eastern Time: 11:30 a.m. to 8 p.m.


HOW YOU WILL SOAR:
The Investor Specialist is responsible for providing service and support to engaged, individual clients, as well as some institutional relationships such as introducing brokers, Futures Commission Merchants, and investment sponsors. The Investor Specialist will work directly with a variety of clients to assist with new business inquiries, account funding, investment transactions, account transfers, distributions, online assistance and managing the overall client experience with Millennium Trust Company. The role also assumes the primary responsibility of interacting with all necessary internal Millennium departments to resolve client requests or answer any inquiries related to the investments held in the account.

  • Serve as the primary point of contact for individual clients, introducing brokers, Futures Commission Merchants, MAIN and Fund Sponsors
  • Support and guide clients through the investment process consistent with applicable IRS rules and regulations
  • Understand the new account, distribution, and investment process and be able to articulate the subject matter to all client bases
  • Answer client inquiries regarding MTC products, services and fees in a timely and accurate manner
  • Manage incoming and outgoing communications including phone queues, faxes and emails
  • Maintain a professional approach to client service, consistent with MTC protocol and service levels
  • Provide educated answers with regard to IRA functions and Internal Revenue Service Code including prohibited transactions and complex investment scenarios
  • Onboard New clients
  • Meet and assist on site clients


IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

  • Bachelor's degree in Business, Finance, Communications or minimum 3 years of experience in the financial services industry
  • 1-3 years of applicable experience
  • Strong relationship and communication skills applied to both internal and external clients
  • Excellent organizational skills, technical acumen allowing the ability to multi-task across systems
  • Excellent verbal and written communication skills
  • Expertise to proactively analyze and make quick, sound decisions
  • Ability to explain complex information clearly and simply
  • Ability to solve complex issues, both independently and in a collaborative team environment
  • Strong computer aptitude with proficiencies in Salesforce, Microsoft Outlook, Excel, and Word
  • Being a self-starter and the ability to work independently
  • Ability to maintain the highest quality of service and professionalism
  • Extensive knowledge of and experience with IRA's and IRS rules and regulations preferred
  • Experience with Alternative Investments/Private Placements preferred


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 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.

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Technology we use

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Location

Our company is located in the heart of Oak Brook, within steps of Oakbrook Center mall.

An Insider's view of Inspira Financial

What are some social events your company does?

Our MTC culture is defined by our employees for our employees. The primary aspect of our culture that makes us unique is our ability to “Celebrate.” From charity events to social gatherings, we provide employees with multiple opportunities to learn more about one another, give back to others and expand our professional skills!

Rebecca

Manager, People Operations

What does your typical day look like?

I collaborate with internal business users to gather requirements for projects and enhancements. I develop these solutions using both no-code and code methodologies in Salesforce. It's rewarding knowing that we're making life easier for both our internal and external clients through streamlined, automated processes with a shorter turnaround time.

Alec

IT Business Developer/Analyst

How has your career grown since starting at the company?

I started out as a Sales & Marketing Coordinator at MTC in 2013. I’ve since been promoted twice and asked to lead our MTCulture Team. I test-drove my leadership skills early on by volunteering for opportunities to lead small meetings/projects, join internal and external committees, and organize events and workshops. I always welcome a challenge!

Lauren

AVP, Regional Director, Custody Services

How do you make yourself accessible to the rest of the team?

Throughout the transition to a virtual work environment, I have continued with a “virtual” open door policy. I give visibility into my workload and transparency about my availability through the use of MS Teams, email and open dialogue on current and upcoming projects.

Rachel

Accounting Manager

How does the company support your career growth?

I started as an intern on the help desk team. I had many opportunities to learn and meet 1-on-1 with executives who provided mentoring and support for me to learn and grow. I’m now a full-time employee and my managers are very supportive in pushing me to advance my career, encouraging me to identify areas of the business I’d like to progress into.

Oliver

Application Support Analyst

What are Inspira Financial Perks + Benefits

Inspira Financial Benefits Overview

We provide a full range of competitive benefits, augmented by what we'll call 'soft' benefits like our state-of-the-art office building with fitness center (free access/membership) and business-casual dress code.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
Team based strategic planning
Open office floor plan
Employee resource groups
Remote work program
Diversity
Dedicated diversity and inclusion staff
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Financial & Retirement
401(K) matching
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Vacation & Time Off Benefits
Generous PTO
Manager level and above have discretionary PTO.
Paid volunteer time
Full-time employees receive 8 hours per year of VTO per year to be used to volunteer in a company-sponsored event during work hours or with a registered 501(c)3 organization of your choice.
Paid holidays
Paid sick days
Office Perks
Free snacks and drinks
Coffee, tea, water and healthy snacks.
Onsite office parking
Fitness stipend
There are free fitness facilities in our office building.
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
We offer eligible employees a company funded contribution applied to a qualified higher education student loan. This benefit helps employees pay off their student loans faster and save money.
Lunch and learns
Promote from within
Continuing education available during work hours
Online course subscriptions available
Customized development tracks

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