White-Glove Client Experience Specialist

Ultimate Staffing; Guilford (CT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation

Career growth

Collaborative environment

Respected financial services firm

Mon-Fri schedule

Job summary

Ultimate Staffing is seeking a Client Experience Specialist in Guilford, CT to deliver white-glove service across phone, email, and other channels. The role emphasizes organization, confidentiality with client data, and proactive communication with internal teams.

The position offers a stable Mon-Fri schedule, on-site work in a professional office, and opportunities for growth within a growing financial services environment.

Qualifications

• Previous experience in customer service, client support, administrative support, or a related role.
• Strong communication and interpersonal skills.
• Excellent organizational and time management abilities.
• Ability to manage multiple tasks and prioritize effectively.
• Proficiency with Microsoft Office Suite.
• Professional, polished demeanor with a customer-first mindset.
• High attention to detail and commitment to delivering exceptional service.

Responsibilities

• Deliver exceptional white-glove customer service to clients via phone, email, and other communication channels.
• Answer and direct incoming calls in a professional and efficient manner.
• Respond to client inquiries and concerns with a sense of urgency and professionalism.
• Coordinate and route communications to the appropriate team members.
• Maintain accurate and up-to-date client records and documentation.
• Assist with appointment scheduling, follow-up communications, and administrative support tasks.
• Support day-to-day office operations and ensure a positive client experience.
• Manage multiple priorities while maintaining a high level of accuracy and attention to detail.
• Build and maintain positive relationships with clients, partners, and internal stakeholders.

Skills

Customer service

Communication

Organization

Time management

Attention to detail

Interpersonal skills

Tools

Microsoft Office Suite

Job description

Ultimate Staffing is seeking a Client Experience Specialist in Guilford, CT to deliver white-glove service across phone, email, and other channels. The role emphasizes organization, confidentiality with client data, and proactive communication with internal teams.

The position offers a stable Mon-Fri schedule, on-site work in a professional office, and opportunities for growth within a growing financial services environment.