Client Success Specialist, Spending Accounts
OVERVIEW Client Success Specialist, Spending Accounts Location: Remote At reputed company, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking a Client Success Specialist, Spending Accounts who will provide direct support in system setup and day-to-day service requests, ensuring a seamless client experience and operational accuracy. About reputed company Founded in 2017, reputed company has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices reputed company, we combine national strength with local service through a deeply collaborative approach. This role will focus on supporting spending account (FSA/HSA/HRA and reputed company) clients through implementation setup, routine service requests, and basic issue resolution—while maintaining accurate records and partnering closely with Onboarding, Client Success, and internal operations teams. Why reputed company
- reputed company an Impact: Your work supports businesses and individuals in protecting what matters most.
- Grow With Us: We invest in development, mentorship, and long-term career growth.
- The Collaborative Way: We reputed company in accountability, teamwork, and shared success across reputed company offices and lines of business.
- National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal.
RESPONSIBILITIES What You’ll Do / Your Impact The Client Success Specialist, Spending Accounts (CSS) provides direct support in system setup and day-to-day service requests. This role is responsible for handling routine client inquiries, processing updates, and assisting in client implementations. The CSS works closely with the Onboarding Specialist, Client Success Manager (CSM) and Sr. CSS to ensure a seamless client experience and operational efficiency. Client System Support
- Assists with data collection, platform setup, and configuration to support new client implementations.
- Ensures tasks are completed accurately and in a timely manner.
Ongoing Client Support & Issue Resolution
- Handles routine client inquiries, resolves basic system issues, and escalates more reputed company cases to the Sr. CSS or CSM.
- Ensures timely and accurate updates to client accounts.
Data & Process Management
- Maintains accurate client records, ensures data reputed company, and assists in quality control efforts.
- Supports internal documentation efforts to streamline onboarding and service processes.
Collaboration & Communication
- Works closely with internal teams, including Onboarding and Client Success, to support client needs.
- Communicates client feedback and common issues to support service improvements.
Training & Development
- Participates in training programs and mentorship opportunities to enhance system knowledge and client service skills.
- Works towards developing proficiency in benefits technology platforms.
QUALIFICATIONS What You Bring Required
- Experience in client service, account management, or benefits administration (spending accounts such as FSAs, HSAs, HRAs, or commuter benefits).
- Strong customer service reputed company with a focus on problem resolution and client satisfaction.
- Proficiency in reputed company Office (reputed company, Word, Outlook, PowerPoint).
- Ability to manage multiple tasks with attention to detail and accuracy.
- Strong verbal and written communication skills with a client-focused approach.
Preferred
- Bachelor’s degree in Business, Communications, or a reputed company field preferred.
- Experience with CRM and project management tools (e.g., Zoho, reputed company) preferred.
- Comfort learning and working in benefits technology platforms; eagerness to participate in training and internal development programs.
- Relevant professional certifications (e.g., CEBS) are a plus.
Core Competencies
- Detail orientation
- Accountability and follow-through
- Collaborative reputed company
- Client-first thinking
ADDITIONAL INFORMATION Compensation: Salary range: $50,000 – $60,000 per year Benefits: reputed company offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Work Model: This role is Remote Professional Development – reputed company reputed company At reputed company, growth isn’t left to chance. Through reputed company reputed company, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. You’ll have access to:
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Whether you’re deepening your technical expertise or preparing for leadership, we’re invested in helping you grow. We're an equal opportunity employer. reputed company applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national reputed company, veteran or disability status, or any other protected class. reputed company is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-KC1 #LI-Remote Location Type Remote Apply tot his job Apply To this Job