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We are looking for a Customer Experience Specialist to join our team in Roseville, California. In this long-term contract role, you will play a key part in ensuring exceptional client experiences through effective communication, meticulous follow-through, and event coordination. This position is ideal for someone who thrives in a people-focused environment and is committed to delivering outstanding service.
Job Responsibility:
Provide administrative support to the associate advisor, ensuring all tasks are completed accurately and on time
perform general office administration tasks, handling approximately 10% of your workload
manage client interactions, including scheduling meetings, preparing for appointments, and following up afterward
coordinate logistics for events such as retirement classes, seminars, and other gatherings with attendees
serve as the first point of contact for clients, creating a welcoming and attentive environment
deliver exceptional customer service by anticipating client needs and exceeding expectations
organize calendars and schedules to ensure smooth operations and timely follow-ups
assist with meeting preparation, ensuring all materials and details are ready for client-facing engagements
contribute to the success of events by managing attendee lists and handling logistics
foster positive relationships with clients and colleagues through strong communication and interpersonal skills.
Requirements:
Proven experience in customer service roles, preferably in call centers or client-facing positions
proficiency in managing multiple web browsers and handling email correspondence effectively
strong attention to detail and the ability to follow through on tasks without errors
exceptional interpersonal skills with a friendly and extroverted personality
ability to address connectivity issues and provide solutions promptly
a proactive mindset with the ability to anticipate next steps and adapt to changing situations
excellent communication skills, both written and verbal, to engage with clients and team members effectively
capability to balance calculated risks and facilitate changes when necessary.
What we offer:
Benefits available to contract/temporary professionals include medical, vision, dental, life and disability insurance
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