Client Experience Specialist

Ultimate Staffing; Guilford (CT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation

Career growth

Collaborative environment

Respected financial services firm

Mon-Fri schedule

Job summary

Ultimate Staffing is seeking a Client Experience Specialist in Guilford, CT to deliver white-glove service across phone, email, and other channels. The role emphasizes organization, confidentiality with client data, and proactive communication with internal teams.

The position offers a stable Mon-Fri schedule, on-site work in a professional office, and opportunities for growth within a growing financial services environment.

Qualifications

• Previous experience in customer service, client support, administrative support, or a related role.
• Strong communication and interpersonal skills.
• Excellent organizational and time management abilities.
• Ability to manage multiple tasks and prioritize effectively.
• Proficiency with Microsoft Office Suite.
• Professional, polished demeanor with a customer-first mindset.
• High attention to detail and commitment to delivering exceptional service.

Responsibilities

• Deliver exceptional white-glove customer service to clients via phone, email, and other communication channels.
• Answer and direct incoming calls in a professional and efficient manner.
• Respond to client inquiries and concerns with a sense of urgency and professionalism.
• Coordinate and route communications to the appropriate team members.
• Maintain accurate and up-to-date client records and documentation.
• Assist with appointment scheduling, follow-up communications, and administrative support tasks.
• Support day-to-day office operations and ensure a positive client experience.
• Manage multiple priorities while maintaining a high level of accuracy and attention to detail.
• Build and maintain positive relationships with clients, partners, and internal stakeholders.

Skills

Customer service

Communication

Organization

Time management

Attention to detail

Interpersonal skills

Tools

Microsoft Office Suite

Job description

Ultimate Staffing is actively seeking a dedicated Client Experience Specialist on behalf of our client, a growing financial services organization in Guilford, CT. This position plays a critical role in delivering white-glove service and support to clients while ensuring a seamless experience across all customer touchpoints.

The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, professional office environment. This is an excellent opportunity for someone looking to build a long-term career with a company that offers room for growth and advancement.

Responsibilities

• Deliver exceptional white-glove customer service to clients via phone, email, and other communication channels
• Answer and direct incoming calls in a professional and efficient manner
• Respond to client inquiries and concerns with a sense of urgency and professionalism
• Coordinate and route communications to the appropriate team members
• Maintain accurate and up-to-date client records and documentation
• Assist with appointment scheduling, follow-up communications, and administrative support tasks
• Support day-to-day office operations and ensure a positive client experience
• Manage multiple priorities while maintaining a high level of accuracy and attention to detail
• Build and maintain positive relationships with clients, partners, and internal stakeholders

Qualifications

• Previous experience in customer service, client support, administrative support, or a related role
• Strong communication and interpersonal skills
• Excellent organizational and time management abilities
• Ability to manage multiple tasks and prioritize effectively
• Proficiency with Microsoft Office Suite
• Professional, polished demeanor with a customer-first mindset
• High attention to detail and commitment to delivering exceptional service

Preferred Experience

• Experience within financial services, banking, wealth management, insurance, or another professional services environment
• Experience supporting clients in a high-touch, service-focused role
• Experience working with confidential information and sensitive client data

What We Offer

• Competitive compensation
• Career growth and advancement opportunities
• Collaborative and professional work environment
• Opportunity to work for a respected and growing financial services organization
• Stable Monday through Friday schedule

Additional Information

• Schedule: Monday through Friday, 8:30 AM to 5:00 PM
• Occasional evening and weekend availability may be required
• 100% onsite position
• An assessment is required as part of the hiring process. Prompt completion is strongly encouraged to ensure timely consideration.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.