<p>We are looking for a dedicated Client Service Specialist to join our team in Oshkosh, Wisconsin. In this contract role, you will provide vital support to financial advisors and help deliver top-notch client experiences. Your responsibilities will include preparing for client meetings, managing follow-up tasks, and ensuring operational processes run smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Provide daily assistance to financial advisors by addressing client inquiries and handling administrative tasks.</p><p>• Organize and prepare detailed materials for client meetings, including account summaries and financial reports.</p><p>• Ensure timely completion of post-meeting follow-ups and other assigned tasks.</p><p>• Process account-related requests such as applications, transfers, and maintenance updates accurately.</p><p>• Monitor workflows to maintain precision and ensure deadlines are met.</p><p>• Maintain client records, both digital and physical, in compliance with organizational standards.</p><p>• Utilize company software to document client interactions and track activities.</p><p>• Create thorough and accurate reports, presentations, and spreadsheets.</p><p>• Support the preparation of client-facing materials, including planning documents and communications.</p>
We are looking for a dedicated Client Service Specialist to provide exceptional support and build strong relationships with clients. In this role, you will handle account management tasks, ensure compliance standards are met, and contribute to delivering a seamless client experience. If you are detail-oriented and passionate about client services, this position offers an excellent opportunity to thrive in a collaborative environment.<br><br>Responsibilities:<br>• Process and manage client forms, including updates to beneficiary information, address changes, and account maintenance.<br>• Assist with onboarding new accounts by verifying identification, collecting necessary documentation, and ensuring accurate data entry.<br>• Prepare materials for client meetings, coordinate schedules, and document interactions to maintain organized records.<br>• Handle account openings, resolve discrepancies, and ensure all processes adhere to accuracy standards.<br>• Process transactions such as account transfers, wire requests, and other sensitive financial movements with precision.<br>• Monitor client account activities, research and resolve issues, and follow up to guarantee client needs are successfully addressed.<br>• Troubleshoot issues with custodians or external vendors and act on alerts and assigned tasks to maintain smooth operations.<br>• Support clients in accessing online portals and utilizing technology to enhance their experience.<br>• Assist in training new team members and contribute to ongoing staff development.<br>• Participate in firm-wide projects and initiatives to support organizational goals.
<p>We are looking for a dedicated Credit Clerk to join our team on a contract basis in Fond du Lac County. In this role, you will be responsible for managing credit accounts, ensuring timely payments, and resolving complex credit issues. This position offers an opportunity to collaborate with multiple departments and contribute to the success of our operations in the machinery manufacturing industry.</p><p><br></p><p>Responsibilities:</p><p>• Perform collection activities for a portfolio of past-due accounts, ensuring timely follow-ups and resolutions.</p><p>• Communicate effectively with customers, distributors, sales managers, and other internal teams to maintain accurate account records.</p><p>• Address and resolve credit challenges, seeking solutions that benefit both the company and the customer.</p><p>• Complete assigned projects and tasks as directed by the credit department.</p><p>• Utilize SAP and other systems to manage accounts receivable and credit processes.</p><p>• Analyze account data to identify discrepancies and implement corrective actions.</p><p>• Maintain organized records and documentation for all credit-related activities.</p><p>• Collaborate with team members to streamline credit operations and improve efficiency.</p><p>• Provide regular updates and reports to the credit department on account statuses.</p><p>• Ensure compliance with company policies and industry standards in all credit activities.</p>
