Client Service Specialist

Kelly; East Windsor (CT); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Kelly in East Windsor, CT, is seeking a Client Service Specialist for a full-time, in-person role. You’ll be the first contact for clients, handling front-office tasks, answering phones, scheduling, and maintaining client records.

You will manage 10 to 25 calls daily, greet visitors, and assist with basic office duties while supporting marketing and client acquisition efforts. This entry-level-friendly position offers a stable schedule and bonus opportunities.

Qualifications

• Experience in reception, appointment setting, customer service, or a similar front-office role.
• Clear, polite, and friendly communication on phone and in person.
• Strong time management and ability to prioritize when busy.
• Proactive attitude and ability to handle duties without prompting.
• Intermediate computer skills, including Microsoft Office (or Open Office) and web-based applications.

Responsibilities

• Answer a steady volume of incoming calls from clients, prospects, and Medicare brokers.
• Schedule appointments and make daily confirmation calls to clients.
• Greet clients in the office and handle general service questions and requests.
• Enter and update client information in the client database.
• Handle basic word processing and general office administration.
• Support marketing efforts to help reach client acquisition goals.

Skills

Reception

Customer service

Phone etiquette

Scheduling

MS Office

Time management

Proactive attitude

Record keeping

Tools

Microsoft Office

Open Office

Job description

• Full-time, in person Pay: $20–$22/hour, plus bonus opportunities

East Windsor, CT

About Us

We’re an established financial advisory firm that helps people at or near retirement identify and reach their financial goals, and we also help them with tax filing and Medicare health plans. Many of our clients rely on us during some of the biggest decisions of their lives, so a friendly, dependable voice at the front of our office matters a lot.

About The Role

As our Client Service Specialist, you’ll be the first person most clients talk to. Most of the role is reception and administrative work: answering phones, scheduling appointments, and keeping our records accurate. You’ll also build relationships with clients and help make every visit and call a positive experience.

This is a busy phone role. Expect roughly 10 to 25 calls a day from clients, prospective clients, and Medicare brokers. Volume picks up during Medicare enrollment season and tax season, so you’ll do well here if you stay calm and organized when the phones are busy.

What You’ll Do

• Answer a steady volume of incoming calls from clients, prospects, and Medicare brokers
• Schedule appointments and make daily confirmation calls to existing and prospective clients
• Greet clients in the office and handle general service questions and requests
• Enter and update client information in our client database
• Handle basic word processing and general office administration
• Support our marketing efforts to help the firm reach its client acquisition goals

What We’re Looking For

• Experience in reception, appointment setting, customer service, or a similar front-office role
• A clear, polite, and friendly communication style, both on the phone and in person
• Strong time management, and the ability to prioritize when things get busy
• A proactive attitude: you notice what needs doing and handle it
• Intermediate computer skills, including Microsoft Office (or Open Office) and web-based applications
• A genuine interest in building lasting relationships with clients

Nice to have:

Experience in the financial services, insurance, or Medicare industry. This isn’t required, and we’re happy to train the right person.

Why Join Us

• Competitive hourly pay of $20–$22/hour
• Bonus opportunities
• Full-time, stable schedule with a team that serves its local community
• Meaningful work helping retirees with important financial and health decisions

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work‑related resources. Please note: The following benefits reflect Kelly's general offerings. Eligibility may vary by assignment, location, and job type. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short‑term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life‑just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E‑Verify and will provide the federal government with your Form I‑9 information to confirm that you are authorized to work in the U.S.

Kelly may use AI‑powered tools during the recruitment and hiring process. For full details, including how Kelly uses AI, your rights, and how to request a reasonable accommodation, visit the Recruitment Artificial Intelligence Notice.