Customer Service Assistant
$41,205–$50,003 year
On-siteLuxemburg, Wisconsin, United States
Luxemburg, Wisconsin, United StatesOn-siteFull Time$41,205–$50,003 year
Full Time
Job Summary
Support advisor appointments by preparing reviews, forms, and summaries. Open and maintain accounts for individuals, trusts, and employer plans. Follow up with clients when paperwork is missing or rejected. Coordinate monthly reports including cash balance, payroll, and P&L. Assist with client inquiries in person and by phone. This role serves the Legacy Financial Services team, helping deliver a seamless, supportive experience for clients while strengthening advisor relationships and internal processes.
Required Qualifications
- detail-oriented
- organized
- committed to delivering outstanding customer service
- Customer service strength with a friendly, professional demeanor
- Time-management skills and comfort working within deadlines
- Tech proficiency including Word, Excel, CRM systems
- Problem-solving ability and independence
- Team collaboration with advisors and colleagues
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