Job Details

Inspire is the world's largest provider of faith-based ETFs, recognized for our commitment to innovation and excellence in the biblically responsible investment industry. Voted the best small company to work for in southwest Idaho, we offer a collaborative, purpose-driven environment where values like stewardship and integrity are at the core of everything we do. Join our team and contribute to meaningful growth in a company that leads with impact and vision in the global market.

Overview

This job description is meant to serve only as a guideline. During the actual course of business, employees and volunteers may be called on to accomplish tasks and perform duties outside of what is listed herein and will be expected to perform those duties, both listed below and those not listed below, with enthusiasm according to Inspire's BEST Values of Blessing, Excellence, Stewardship and Transformation.

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

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Necessary knowledge and abilities to do this job well:

• 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