4 Results for Customer Service Manager Jobs in Appleton, WI

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Customer Service Representative

Oshkosh, WI
onsite
Temporary / Contract
18 - 19 USD / Hourly
We’re looking for a Customer Service Representative to join a financial services team in Oshkosh, Wisconsin. This Contract-to-permanent opportunity is ideal for someone who enjoys helping customers, solving problems, and providing a great service experience. The role will be primarily focused on online chat and video chat support, assisting customers with questions, service requests, account needs, and everyday financial solutions. You’ll also assist with transaction processing and problem resolution while working in a fast-paced environment where communication, professionalism, and accuracy are key. If you’re a strong communicator who enjoys connecting with people and finding solutions, this could be a great opportunity to build a long-term career in financial services. Responsibilities: • Respond to inbound customer inquiries by phone and provide clear, courteous support for a wide range of service needs. • Handle everyday financial transactions accurately, including deposits, withdrawals, payments, check-related requests, and other account activities. • Support customers with opening, updating, and closing consumer accounts while addressing questions about account features and access. • Assist with applications for credit cards, loans, and related financial products, helping customers understand available options. • Strengthen customer relationships by identifying needs, explaining relevant services, and offering appropriate product recommendations. • Complete order entry and account maintenance tasks with close attention to detail while keeping records current and accurate. • Balance assigned cash handling duties and process daily deposit-related activities in accordance with established procedures. • Resolve customer concerns efficiently while following security, privacy, and regulatory guidelines at all times. • Stay informed on current products, services, and promotions and contribute to a positive customer experience across branch and phone interactions.
2026-09-11T00:00:00Z

Customer Service Representative

Oshkosh, WI
onsite
Temporary to Hire
20 - 20 USD / Hourly
Are you someone who enjoys helping customers, solving problems, and being the go-to person when questions arise? We're seeking a Customer Service Representative to join a growing team in Wisconsin. In this contract-to-permanent opportunity, you'll play a key role in delivering an exceptional customer experience by managing orders, coordinating communication, and partnering with internal teams to ensure every customer interaction is handled with accuracy and care. The ideal candidate is organized, customer-focused, and thrives in a fast-paced environment where building strong relationships and creating positive outcomes are top priorities. What You'll Do<ul><li>Build and maintain strong relationships with new and existing customers by delivering responsive, friendly, and customer-focused support.</li><li>Guide new customers through the account setup process, ensuring all documentation is accurate and completed on time.</li><li>Coordinate and track daily shipments for assigned accounts, helping ensure products arrive as expected.</li><li>Keep customers informed with timely updates on order status, shipment details, and delivery expectations.</li><li>Communicate production schedules and anticipated timelines to help customers plan effectively.</li><li>Investigate customer questions and concerns, collaborate with internal teams, and drive issues through to resolution.</li><li>Process customer credit card payments through the company's online payment platform.</li><li>Respond to inquiries regarding invoices, shipping documentation, certificates, safety forms, and other order-related requests.</li><li>Work closely with Production, Shipping, Accounting, Sales, and Marketing teams to provide a seamless customer experience.</li></ul>What We're Looking For<ul><li>A customer-first mindset and passion for delivering exceptional service.</li><li>Strong communication and relationship-building skills.</li><li>Excellent organizational skills with the ability to manage multiple priorities.</li><li>Problem-solving abilities and a proactive approach to resolving customer concerns.</li><li>Comfort working cross-functionally in a collaborative team environment.</li><li>Experience in customer service, order management, logistics coordination, or a related role is preferred.</li></ul>If you're looking for an opportunity where you can make a direct impact on customer satisfaction while growing your career with a respected organization, we'd love to hear from you.
2026-09-22T00:00:00Z

Client Services Representative

Appleton, WI
onsite
Permanent / Full Time
38000 - 54000 USD / Yearly
We are looking for a Client Services Representative to support daily office operations and deliver attentive service to clients in Wisconsin. This position blends front-desk coordination, administrative support, and account-related assistance in a detail-focused financial services environment. The ideal candidate is organized, detail-focused, and comfortable managing both client-facing interactions and behind-the-scenes documentation with accuracy and care. Responsibilities:• Welcome clients and guests warmly while creating a welcoming and detail-focused front-office experience.• Manage inbound and outbound mail by receiving, organizing, and distributing items in a timely manner.• Track office supply levels, replenish inventory, and coordinate orders to keep the workplace running efficiently.• Digitize records, organize documentation, and maintain accurate physical and electronic filing systems.• Update and maintain client information within the CRM system to support reliable recordkeeping and communication.• Proofread letters, forms, and other written materials to ensure accuracy and readability.• Support special assignments and provide general administrative assistance across the office as business needs arise.• Prepare and submit documentation for both new and existing accounts and coordinate follow-up activities as needed.• Assist with client account servicing by working with external partners, handling check processing, monitoring fund movements, and assembling meeting materials for upcoming client appointments.
2026-10-02T00:00:00Z

Sr. Customer Service Representative

Oshkosh, WI
onsite
Temporary / Contract
18 - 23 USD / Hourly
We’re looking for a Sr. Customer Service Representative /Financial Services Advisor to provide exceptional service while helping customers navigate their everyday banking and financial needs. This role combines customer service, banking, lending, account management, and relationship building across in-person, phone, and digital channels. You’ll assist with transactions, open and maintain consumer and specialty accounts, process loan applications, support digital banking, and help customers identify financial solutions that align with their goals. This is also an opportunity to take on a higher level of responsibility by handling complex service needs, supporting specialty accounts and IRAs, assisting with branch operations, and mentoring other team members. Why This Opportunity? This role is a great fit for someone who wants to go beyond basic transactions and become a trusted financial resource for customers. You’ll have the opportunity to build relationships, provide meaningful financial solutions, develop your banking expertise, and support the success of your team. What You’ll Do Provide exceptional service across in-person, phone, and digital channels while building strong customer relationships. Process daily banking transactions and maintain accurate customer accounts. Open and service consumer, specialty, HSA, Trust, Estate, and IRA accounts. Process secured and unsecured loan, credit card, and line-of-credit applications. Identify customer needs and recommend appropriate financial products and solutions. Explain account features, financial products, and requirements clearly and confidently. Assist with digital banking and resolve customer questions, concerns, and escalated needs. Support cash, vault, ATM, night deposit, and other branch operations. Maintain accuracy and compliance with banking, security, and regulatory requirements. Stay current on products, services, and promotions while supporting branch and community outreach. Serve as a resource to other advisors by sharing knowledge, best practices, and coaching team members.
2026-09-14T00:00:00Z

4 results for Customer Service Manager in Appleton, WI