Client Service Specialist

Why work here?

Inspire Investing is inspiring transformation for God's glory throughout the world with biblically responsible investing excellence and innovation. Inspire is the world's largest provider of faith-based exchange traded funds (ETFs), with approximately $2.2 billion dollars of assets under management (as of 6/1/23) and is a global leader in the biblically responsible investing movement. We have been ranked among the fastest growing investment firms in the nation by Inc. 5000, The Financial Times and other industry rankings. Our talented and dedicated team has a vibrant passion for the Inspire mission and we are looking for more team members who share that passion.

About Inspire:

Inspire is a leading provider of biblically responsible, faith-based investments and creator of the globally recognized Inspire Impact Score™ which is used by investors around the world to measure the biblical alignment of their current investments according to biblically responsible investing (BRI) principles. Not only do we invest in some of the most impactful companies in the world, but we also seek to be one of the most impactful companies in the world. We are driven by our BEST values: Blessing, Excellence, Stewardship, and Transformation. Please see: inspireinvesting.com for more company information.

Responsibilities:

Client Service Specialist position is responsible for providing aid and support for various operations. Responsibilities include, but are not limited to:

· Opening new client accounts for Inspire Advisors and facilitating account maintenance requests
· Ensuring that account transfers result in timely, accurate and efficient transfer of assets to and from the firm
· Processing of email requests sent to the service team
· Following BEST compliance practices in all operational functions
· Maintaining CRM workflows
· Maintaining accurate data management of firm clients through the firm’s CRM
· Calling vendors and advisors to coordinate resolutions to complex problems
· Working with multiple departments within the Operations team of Inspire to ensure BEST execution of all requests

Qualifications:

· Ability to learn quickly and thoroughly
· Flexibility to handle multiple requests and tasks at the same time
· Attention to detail
· Mental endurance to get through difficult tasks or problems
· Time management

Job Type: Full-time

Pay: $22.00 - $24.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift

Application Question(s):

• Inspire Investing screens candidates for employment based upon required skills, relevant experience or education, and evidence of having employment, volunteer, or educational experience with a values-based, mission-driven organization.

Please provide a brief statement detailing how your experience, education or personal values are relevant to Inspire’s mission and values.

Experience:

• Financial concepts: 2 years (Preferred)

Location:

• Kansas City, MO (Required)

Work Location: Remote