Client Experience Specialist – Office & Admin

WISCONSIN WEALTH ADVISORS, LLC; Town of Sun Prairie (WI); On-site; USD 27,552 - 31,684; Full time

Benefits offered by this job

Collaborative work environment

Paid time off and benefits

Job summary

A financial advisory firm in Sun Prairie is seeking a Client Experience Associate to support office operations and provide excellent client service. The ideal candidate will have at least 2 years of experience in office administration, exceptional communication skills, and a strong attention to detail. This in-person position involves greeting visitors, managing phone calls, processing paperwork, and maintaining client records. Enjoy a collaborative work environment with opportunities for growth and competitive pay.

Qualifications

• Minimum of 2 years of office administration experience is required.
• Excellent verbal and written communication skills are mandatory.
• Exceptional attention to detail with a commitment to accuracy.

Responsibilities

• Greet clients and visitors professionally.
• Answer and manage incoming phone calls confidently.
• Prepare and process account paperwork accurately.
• Investigate any issues that arise smoothly.
• Maintain accurate client records and assist with data entry.

Skills

Office administration experience

Client-first attitude

Communication skills

Attention to detail

Interpersonal skills

Ability to multitask

Software proficiency

Ability to work in a dog-friendly environment

Tools

Microsoft Office

Job description

A financial advisory firm in Sun Prairie is seeking a Client Experience Associate to support office operations and provide excellent client service. The ideal candidate will have at least 2 years of experience in office administration, exceptional communication skills, and a strong attention to detail. This in-person position involves greeting visitors, managing phone calls, processing paperwork, and maintaining client records. Enjoy a collaborative work environment with opportunities for growth and competitive pay.