Client Representative

Express Employment Professionals - Cincinnati East; Neenah (WI); On-site; USD 26,000 - 36,000; Full time

Benefits offered by this job

Weekly paychecks

Vision Insurance

Medical Plan

Dental Plan

401(K) Retirement Savings Plan

Life Insurance

Referral Bonuses

Job summary

Express Employment Professionals is seeking a detail-oriented administrative professional to support clients, Trust Officers, and internal teams. You will manage documentation, ensure confidentiality, and balance workload while maintaining accurate records.

The role requires strong organizational skills, excellent communication, and proficiency in Outlook, Word, and Excel. A related associate degree is required, with a bachelor’s preferred; prior banking/finance support experience is a plus.

Qualifications

• Associate degree in Business, Finance, Communications, or a related field required.
• Bachelor's degree in Business, Finance, Communications, or a related field preferred.
• Previous customer service, financial services, banking, administrative, or office support experience preferred.
• Strong customer service skills with a client-focused approach.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational skills and attention to detail.
• Ability to prioritize multiple tasks and meet deadlines.
• Ability to maintain confidentiality and handle sensitive information professionally.
• Strong problem-solving skills and ability to work independently.
• Professional demeanor and positive attitude.

Responsibilities

• Provide exceptional customer service while supporting clients, Trust Officers, and internal departments.
• Maintain confidentiality of all client, company, and employee information.
• Communicate effectively with assigned officers and internal teams regarding workload, priorities, and workflow needs.
• Assist with administrative tasks, client documentation, account maintenance, and operational support.
• Utilize Microsoft Outlook, Word, and Excel to prepare correspondence, maintain records, and support daily operations.
• Respond professionally to client inquiries and provide timely follow-up.
• Support departmental projects and assist with workload balancing as needed.
• Provide backup support to Client Representatives, front desk staff, and other departments during absences or periods of increased activity.
• Maintain accurate records and documentation while ensuring compliance with company policies and procedures.

Skills

Customer service

Confidentiality

Communication

Organizational skills

Time management

Independent work

Professional demeanor

Education

Associate degree in Business/Finance/Communications/related field

Bachelor's degree in Business/Finance/Communications/related field

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Hours:Monday - Friday, 8:00am - 4:30pm

Pay: $22.50/HR

Duties:

• Provide exceptional customer service while supporting clients, Trust Officers, and internal departments.
• Maintain confidentiality of all client, company, and employee information.
• Communicate effectively with assigned officers and internal teams regarding workload, priorities, and workflow needs.
• Assist with administrative tasks, client documentation, account maintenance, and operational support.
• Utilize Microsoft Outlook, Word, and Excel to prepare correspondence, maintain records, and support daily operations.
• Respond professionally to client inquiries and provide timely follow-up.
• Support departmental projects and assist with workload balancing as needed.
• Provide backup support to Client Representatives, front desk staff, and other departments during absences or periods of increased activity.
• Maintain accurate records and documentation while ensuring compliance with company policies and procedures.

Qualifications:

• Associate degree (2-year degree) in Business, Finance, Communications, or a related field required.
• Bachelor's degree in Business, Finance, Communications, or a related field preferred.
• Previous customer service, financial services, banking, administrative, or office support experience preferred.
• Strong customer service skills with a client-focused approach.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational skills and attention to detail.
• Ability to prioritize multiple tasks and meet deadlines.
• Ability to maintain confidentiality and handle sensitive information professionally.
• Strong problem-solving skills and ability to work independently.
• Professional demeanor and positive attitude.

What does Express offer to you??

• Weekly paychecks!
• Vision Insurance
• Medical Plan
• Dental Plan
• 401(K) Retirement Savings Plan
• Life Insurance
• Referral Bonuses (Earn up to $125 for each person you refer to Express!)

Why Express Employment Professionals, Appleton WI?

• Express, Appleton WI placed over 1,350 people in 2024 just in the Appleton area!
• We provide our associates with excellent comprehensive and competitive benefits!
• When you apply to us, you apply to 100+ companies in the Fox Valley!
• Over 170 people were hired to a permanent position in 2024.