<p>We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Chilton, Wisconsin. This role is ideal for individuals with strong interpersonal skills, computer proficiency, and a background in customer service or administrative support. Working in the non-profit sector, this position offers an opportunity to make a meaningful impact while delivering excellent service.</p><p><br></p><p>Responsibilities:</p><p>• Process applications efficiently and accurately, ensuring all required information is complete.</p><p>• Provide exceptional service by responding to inbound calls and addressing customer inquiries in a timely manner.</p><p>• Handle outbound calls to follow up on application statuses or gather additional information when necessary.</p><p>• Manage order entry tasks, updating records and maintaining data integrity.</p><p>• Utilize computer systems to track, update, and process customer information.</p><p>• Support administrative tasks related to application processing and customer communication.</p><p>• Collaborate with team members to resolve issues and improve service delivery.</p><p>• Maintain a detail-oriented approach and uphold the organization’s values during all client interactions.</p><p>• Ensure compliance with company policies and procedures while handling sensitive information.</p><p>• Identify opportunities for process improvements and contribute suggestions to enhance workflow.</p>
We are looking for a skilled Customer Service Representative to join our team on a contract basis in Oshkosh, Wisconsin. This role involves providing exceptional support to customers while efficiently processing applications and maintaining accurate records. If you have a background in customer service and enjoy working in a non-profit environment, we encourage you to apply.<br><br>Responsibilities:<br>• Respond to inbound and outbound customer inquiries promptly and professionally.<br>• Process applications accurately while ensuring all required information is complete.<br>• Maintain detailed records of customer interactions and application statuses.<br>• Address customer concerns and provide solutions in a friendly and empathetic manner.<br>• Collaborate with team members to improve processes and enhance customer satisfaction.<br>• Utilize computer systems effectively to input and retrieve data.<br>• Handle order entry tasks with precision and attention to detail.<br>• Support call center operations by managing high call volumes efficiently.<br>• Deliver excellent service while adhering to organizational policies and procedures.
<p>We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Shawano, Wisconsin. This role involves assisting customers with inquiries, processing applications, and ensuring a smooth and efficient experience for all stakeholders. The ideal candidate thrives in a customer-focused environment and demonstrates strong communication and computer skills.</p><p><br></p><p>Responsibilities:</p><p>• Respond to inbound customer inquiries promptly and professionally, ensuring satisfaction.</p><p>• Process applications accurately and efficiently, following established procedures.</p><p>• Maintain detailed records of customer interactions and transactions using provided systems.</p><p>• Handle both inbound and outbound calls to address questions and resolve concerns.</p><p>• Collaborate with team members to improve service delivery and streamline processes.</p><p>• Provide support for order entry tasks, ensuring data integrity and accuracy.</p><p>• Identify and escalate issues requiring additional attention or resolution.</p><p>• Deliver exceptional service while adhering to organizational policies and standards.</p>
<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>
<p><strong>Client Service Specialist</strong></p><p>If you enjoy helping clients, staying organized, and being a trusted problem‑solver, this role is a great fit. As a <strong>Client Service Specialist</strong>, you’ll support client accounts, keep processes running smoothly, and help deliver an excellent client experience every day.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage client account updates and maintenance (beneficiary changes, address updates, etc.).</li><li>Assist with new account onboarding and accurate data entry.</li><li>Prepare materials for client meetings and maintain organized records.</li><li>Open accounts, resolve discrepancies, and ensure accuracy throughout the process.</li><li>Process transfers, wires, and other sensitive transactions with care.</li><li>Monitor account activity, research issues, and follow up to ensure resolution.</li><li>Partner with custodians/vendors to troubleshoot and complete assigned tasks.</li><li>Help clients navigate online tools and support team training as needed.</li></ul><p><strong>Who Thrives Here</strong></p><p>Candidates who are detail‑oriented, people‑focused, and comfortable working with financial information excel in this role.</p><p><strong>Backgrounds in banking, mortgage, or accounting are strongly encouraged to apply. Growth opportunity available! </strong></p>
We are looking for a skilled Receptionist to join our team in Fond du Lac, Wisconsin. In this long-term contract role, you will serve as the first point of contact for visitors and employees, while providing vital administrative support to the HR department. This position offers an excellent opportunity for someone who is detail oriented, thrives in a dynamic environment, and values confidentiality.<br><br>Responsibilities:<br>• Serve as the welcoming face of the organization by greeting visitors and managing front desk operations.<br>• Handle incoming calls using a multi-line phone system, directing inquiries to the appropriate departments.<br>• Provide administrative assistance to the HR team, including maintaining employee records, processing permits, and preparing documents.<br>• Collaborate with the People Development team to enroll employees in training programs and ensure training records are accurately updated.<br>• Process and track sales permits, including applications, renewals, and compliance documentation.<br>• Respond to employee requests and inquiries, escalating issues as needed.<br>• Support HR projects and initiatives by managing logistics and ensuring timely execution.<br>• Maintain confidentiality and accuracy in handling sensitive HR information.<br>• Assist with office coordination tasks to ensure smooth day-to-day operations.
