Client Experience Specialist
$55,000–$65,000 year
On-siteWaukesha, Wisconsin, United States
Job Summary
Manage daily office operations by answering phones, greeting clients, and serving as the first point of contact for inquiries and service requests. Answer phones and greet clients in a warm, professional manner while assisting with scheduling, calendar coordination for Financial Advisors, and maintaining accurate client records and database management. Organize both electronic and paper filing systems, oversee office supplies and outgoing correspondence, and ensure the office operates efficiently to support business growth. This onsite role in Waukesha supports the firm's core value of delivering the "Ultimate Client Experience" through seamless, welcoming interactions.
Required Qualifications
- 5+ years of office or administrative experience in a fast-paced environment
- Experience with scheduling, Google Calendar, and multi-line phone systems
- Strong proficiency with office technology and database management
- Strong ability to prioritize tasks and manage time effectively
- Strong attention to detail and follow-through
- Positive, team-oriented attitude
- Ability to stay organized and adaptable in a fast-paced environment
- Self-motivated with a proactive approach to problem-solving
- Must be able to work onsite in Waukesha
- Must be available to support both Waukesha and Germantown offices as needed
Desired Qualifications
- Financial industry experience
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