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Client Service Specialist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Oshkosh

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We are looking for a dedicated Client Service Specialist to join our team in Oshkosh, Wisconsin. In this contract role, you will provide vital support to financial advisors and help deliver top-notch client experiences. Your responsibilities will include preparing for client meetings, managing follow-up tasks, and ensuring operational processes run smoothly.

Job Responsibility:

  • Provide daily assistance to financial advisors by addressing client inquiries and handling administrative tasks
  • Organize and prepare detailed materials for client meetings, including account summaries and financial reports
  • Ensure timely completion of post-meeting follow-ups and other assigned tasks
  • Process account-related requests such as applications, transfers, and maintenance updates accurately
  • Monitor workflows to maintain precision and ensure deadlines are met
  • Maintain client records, both digital and physical, in compliance with organizational standards
  • Utilize company software to document client interactions and track activities
  • Create thorough and accurate reports, presentations, and spreadsheets
  • Support the preparation of client-facing materials, including planning documents and communications

Requirements:

  • Previous experience in financial services, or client service roles is strongly desirable
  • Proficiency in Microsoft Office, including Excel, Word, Outlook, and Teams
  • Familiarity with industry-specific software and systems is advantageous
  • Excellent communication skills and meticulous attention to detail
  • Ability to prioritize and manage multiple responsibilities effectively
  • Detail-oriented approach and commitment to delivering exceptional client service
  • Strong organizational skills and a proactive approach to problem-solving
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 25, 2026

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