Client Experience & Office Concierge

Fitchburg Chamber; Fitchburg, Northern (WI, KY); Hybrid; USD 40,000 - 45,000; Full time

Benefits offered by this job

Paid vacation and sick time

Quarterly and annual bonus

Health, dental, and vision insurance

Job summary

Wealth Distribution Strategies (WDS) is seeking an Office and Client Experience Coordinator in Fitchburg, WI. You will greet clients, manage calls and emails, and support daily operations to help our growing team deliver exceptional service.

You will maintain a welcoming reception, coordinate calendar activities, and assist with meetings, events, and projects. A strong focus on organization and customer care is essential.

Qualifications

• High school diploma required.
• Previous customer service experience required; office experience preferred.
• Background check must be cleared.

Responsibilities

• Welcome clients, prospects, and visitors with warmth and professionalism.
• Serve as first point of contact and represent WDS positively.
• Maintain clean, organized reception and meeting areas; provide hospitality.
• Coordinate communication between departments; handle confidential information.
• Schedule appointments and assist with calendar coordination.
• Process mail, packages, and deliveries; assist with meetings and events.
• Support document prep, scanning, filing, and record management.
• Assist with training, marketing materials, and special projects.

Skills

Friendly attitude

Customer service

Communication

Multitasking

Highly organized

Problem solving

Adaptable

Team player

CRM experience

Office software

Education

High school diploma

Tools

Microsoft Office (Outlook, Teams, Excel)

CRM system

Job description

Wealth Distribution Strategies (WDS) is seeking an Office and Client Experience Coordinator in Fitchburg, WI. You will greet clients, manage calls and emails, and support daily operations to help our growing team deliver exceptional service.

You will maintain a welcoming reception, coordinate calendar activities, and assist with meetings, events, and projects. A strong focus on organization and customer care is essential.