Client Service Pro – Financial Planning & Growth Path

AvaHR; Appleton (WI); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

401(k) plan

Paid holidays

Profit sharing

PTO (paid time off)

Education reimbursement

Life insurance

Disability insurance

Flexible schedule

Job summary

AvaHR in Appleton, WI is seeking a Client Service Administrator (CSA) for a Full-Time, in-office role. You will provide superior client service and perform a variety of administrative tasks to support client service and other departments.

40 hours a week, Monday–Friday, 100% in-person at W6184 Aerotech Dr. There are strong opportunities for growth tailored to your career aspirations, including possible future roles in our financial planning or investment management teams.

Qualifications

• High school diploma or equivalent.
• Experience with Microsoft Office tools.

Responsibilities

• Greet clients and visitors in a friendly and professional manner.
• Answer and route phone calls.
• Retrieve, sort, and process incoming and outgoing mail.
• Maintain office supplies and place orders as necessary to manage inventory.
• Scan documents and maintain files.
• Maintain and update client relations management database.
• Review written correspondence for grammar and clarity.
• Assist with various projects as needed.
• Light office cleaning.

Skills

Customer service

Communication skills

Phone etiquette

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

AvaHR in Appleton, WI is seeking a Client Service Administrator (CSA) for a Full-Time, in-office role. You will provide superior client service and perform a variety of administrative tasks to support client service and other departments.

40 hours a week, Monday–Friday, 100% in-person at W6184 Aerotech Dr. There are strong opportunities for growth tailored to your career aspirations, including possible future roles in our financial planning or investment management teams.