Service & Delivery Specialist

Remote from: USA
Annual salary: Undisclosed
Salary information is not provided for this position. Check our Salary Directory to estimate the average compensation for similar roles.
Department: Customer Success
Employment type: Full Time,
Job posted: 19 Aug 2025
Apply before: 19 Sep 2025
Experience level: Midweight
Views / Applies: 12345 / 123

Pioneering health and wealth solutions as a privately owned leader.

Financial Services
2000

Actively Hiring

The First Dollar Service & Delivery Specialist will report to the First Dollar Service Manager in the SaaS Service & Operations Department. This role is responsible for Tier 1 and Tier 2 support, including a variety of operational tasks, to ensure that our customers receive an exceptional experience.

Respond and resolve customer, member and partner inquiries via various communication methods (phone, chat, or email) during assigned shifts, meeting SLAs.
Maintain basic knowledge of our products, benefit plan offerings, and industry regulations and accurately respond to commonly asked questions.
Proactively relay product feedback to improve the user experience.
Actively participate in team meetings.
Sort and process incoming mail such as check deposits, transfer requests and general correspondence, and manage returned mail such as member debit cards and check issuance
Issue outbound checks for various member requests.
Review and process reimbursement claims and substantiation requests, as needed.
Ensure accurate entry of data into the system by performing audits monthly.
Monitor and resolve Member HSA account opening discrepancies, called Know Your Customer (KYC).
Assist with various operational tasks such as client onboarding assistance, reporting updates and discrepancies with client accounts on a regular basis
Assist clients and internal stakeholders with bulk transfer requests, ensuring that completion of each request is timely and accurate.
Review and resolve internal requests and inquiries by researching account details and performing outreach as necessary.
Other duties, as assigned.

Qualifications

Education & Experience:

2-4 years of direct experience preferred.
Bachelors preferred. Candidates without a degree but with equivalent years of relevant experience are encouraged to apply.

Skills & Abilities: