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. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
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. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
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
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