<p>We are seeking a dedicated Customer Service Representative for a contract role based in Oconto, Wisconsin. This position involves supporting customers through application processing, handling inquiries, and maintaining clear, professional communication. Strong customer service skills and computer proficiency are essential.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Accurately process applications in line with company standards</li><li>Handle inbound calls promptly, providing clear and helpful support</li><li>Make outbound calls to follow up on inquiries and resolve issues</li><li>Maintain detailed documentation of customer interactions and application progress</li><li>Partner with internal team members to address complex customer concerns</li><li>Use computer systems to input, track, and manage application data</li><li>Deliver empathetic, professional service that meets customer needs</li><li>Ensure all interactions comply with company policies and procedures</li><li>Support order entry tasks to maintain smooth operational workflows</li><li>Serve as a dependable point of contact, building positive customer relationships</li></ul><p><br></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>
<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 seeking a proactive and detail‑driven <strong>Client Services Specialist</strong> to support a growing financial services practice in Oshkosh, Wisconsin. This role is central to ensuring a smooth experience for clients and seamless operations for the advisory team. You will coordinate client touchpoints, prepare for key meetings, manage follow‑up activities, and maintain accurate documentation to support high‑quality service delivery. The ideal candidate is organized, resourceful, and comfortable managing multiple priorities in a client‑focused environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary operational support for financial advisors by responding to client requests and assisting with daily administrative needs.</li><li>Prepare client meeting materials such as summaries, reports, and planning documents to ensure advisors are fully equipped.</li><li>Coordinate and execute post‑meeting tasks, ensuring follow‑ups are completed accurately and on schedule.</li><li>Handle account‑related processing, including new accounts, transfers, and maintenance requests, while adhering to compliance standards.</li><li>Monitor workflow processes to ensure activities are completed efficiently and documented appropriately.</li><li>Maintain well‑organized digital and physical client records in alignment with regulatory requirements.</li><li>Document client interactions, manage tasks, and support reporting activities using internal software systems.</li><li>Create professional, client‑ready materials—including spreadsheets and presentations—using Microsoft Office applications.</li><li>Assist with special initiatives and projects as assigned to support the overall success of the team.</li></ul><p>If you thrive in a client‑focused environment and enjoy playing a key role in supporting a high‑performing advisory team, we’d love to speak with you. <strong>Submit your resume or reach out directly to learn more about this opportunity.</strong></p>
