This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
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