Client Services & Loan Support Specialist

Compeer Financial; Town of Rice Lake (WI); On-site; USD 42,000 - 67,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA/FSA

Life & AD&D insurance

Disability insurance

Wellness program

Employee assistance program

Job summary

Compeer Financial is seeking a Client Service/Loan Servicing/Office Support role at the Rice Lake, WI location. You will be the first point of contact for clients, handling account servicing, inquiries, and coordination of office operations to ensure a positive client experience.

The role emphasizes accuracy, strong communication, and teamwork within a collaborative, hybrid-friendly environment. This is an onsite position supporting the local community and clients.

Qualifications

• High school diploma or GED required.
• Entry-level client service experience preferred in financial settings.
• Strong organizational and communication skills with attention to detail.

Responsibilities

• Provide frontline client service via phone, online, and in-person.
• Coordinate loan servicing tasks and maintain client accounts.
• Support office operations, events, and supply management.
• Liaise with internal teams to meet client needs and resolve issues.

Skills

Customer service

Communication

Attention to detail

Organizational skills

Teamwork

Tech literacy

Education

High school diploma or GED

Tools

Microsoft Word

Excel

Outlook

Job description

Compeer Financial is seeking a Client Service/Loan Servicing/Office Support role at the Rice Lake, WI location. You will be the first point of contact for clients, handling account servicing, inquiries, and coordination of office operations to ensure a positive client experience.

The role emphasizes accuracy, strong communication, and teamwork within a collaborative, hybrid-friendly environment. This is an onsite position supporting the local community and clients.