Client Service Specialist

Innovative Financial Inc; Town of Middleton (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Innovative Financial Inc. is seeking a Client Service Specialist I to provide administrative and operational support to advisors and the operations team. You will learn workflows, systems, and client service standards while handling CRM data entry and documentation.

The role focuses on data accuracy within CRM, preparing materials, and ensuring timely processing of client requests in a collaborative, compliant environment.

Qualifications

• High School Diploma required.
• 1 year of relevant experience preferred.
• Interest in pursuing a post-secondary degree in business, finance, or related field.
• Proficient in Microsoft Excel, Word and Outlook.
• High level of curiosity and willingness to learn.
• High standards of personal and professional integrity, including the ability to maintain strict confidentiality.
• Strong interpersonal and professional communication skills with the ability to work cooperatively as part of a team.
• Ability to understand and execute organizational processes efficiently.
• Excellent organizational and time management skills; ability to plan and coordinate work independently and proactively, balancing multiple work demands in a fast-paced environment.
• Must be reliable and committed to meeting deadlines.

Responsibilities

• Manage CRM and reporting software data entry, accuracy, and maintenance.
• Assist with preparing and processing client paperwork.
• Maintain CRM records and workflow tasks.
• Prepare meeting materials and generate portfolio reports.
• Support account processing and client service requests.
• Manage incoming client communications.
• Organize and maintain client and operational documentation.
• Adhere to compliance, confidentiality, and recordkeeping standards.
• Learn organization and industry terminology.
• Other duties as assigned.

Skills

High School Diploma

1 year experience

Microsoft Excel

Microsoft Word

Microsoft Outlook

Confidentiality

Interpersonal skills

Organizational skills

Time management

Adaptability

Education

High School Diploma

Tools

CRM software

Job description

The Client Service Specialist I is responsible for administrative and operational support to advisors and the operations team. This will involve learning the firm’s workflows, systems, and client service standards as well as CRM data entry, and organizational skills. The Client Service Specialist I will build foundational knowledge and skills in operations and high-level client service.

Position Responsibilities & Essential Job Duties

• Manage CRM and reporting software data entry, accuracy, and maintenance.
• Assist with preparing and processing client paperwork.
• Maintain CRM records and workflow tasks.
• Prepare meeting materials and generate portfolio reports.
• Support account processing and client service requests.
• Manage incoming client communications.
• Organize and maintain client and operational documentation.
• Adhere to compliance, confidentiality, and recordkeeping standards.
• Learn organization and industry terminology.
• Other duties as assigned.

Skills, Knowledge and Experience

• High School Diploma Required.
• 1 year of relevant experience preferred.
• Interest in pursuing a post-secondary degree in business, finance, or related field.
• Proficient in Microsoft Excel, Word and Outlook.
• High level of curiosity and willingness to learn.
• High standards of personal and professional integrity, including the ability to maintain strict confidentiality.
• Strong interpersonal and professional communication skills with the ability to work cooperatively as part of a team.
• Ability to understand and execute organizational processes efficiently.
• Excellent organizational and time management skills; ability to plan and coordinate work independently and proactively, balancing multiple work demands in a fast-paced environment.
• Must be reliable and committed to meeting deadlines.
• Ability to hold oneself accountable for actions, successes, and failures.
• Be flexible in the work environment and willing and able to adapt to changing organizational needs.

Physical Requirements:

Primarily sedentary work, exerting up to 25 lbs. of force occasionally or a negligible amount frequently.

Physical Activity:

Primarily working position-sitting, with occasional standing, walking, driving, stooping, crouching, and kneeling; frequent reaching, carrying lifting, pushing, pulling, fingering, grasping, typing, talking-speaking clearly, hearing-conversation, and seeing-nearby.

Work/Environment:

Moderate noise level consistent with an office environment.

Personal/Physiological:

Interaction with people, working around people, planning of activities, making judgements in emergency situations, frequent changes in duties and volume of work, intra-organizational communication.