<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>Robert Half is currently searching for an experienced Product Manager with expertise in power distribution and data center infrastructure for our client in Wisconsin. This is a <strong>Direct Hire </strong>position with our client, offering remote flexibility for the right person.</p><p><br></p><p>This is a high‑visibility product leadership role focused on building and scaling power distribution solutions for mission‑critical data center environments, including co‑location and AI data centers. The Product Manager owns the front end of the product development lifecycle, identifying market opportunities, shaping product strategy, translating customer needs into clear requirements, and driving offerings from concept through launch.</p><p><br></p><p>This role has broad exposure across strategy, engineering, marketing, sales, and customers. You will work closely with leadership and cross‑functional teams to define where the product portfolio goes next, how quickly it gets there, and how effectively it delivers value to customers and the business.</p><p><br></p><p>The title and scope may flex between Product Manager and Senior Product Manager depending on experience. The priority is finding the right person with the right mix of technical understanding, product leadership, and customer insight, with scope and level aligned to demonstrated capability.</p><p><br></p><p>What You’ll Be Responsible For</p><ul><li>Own the Product Development Process (PDP) for new and evolving power distribution products, from early concept through market launch.</li><li>Define and execute product category strategy and roadmaps aligned to business objectives and market demand.</li><li>Lead voice‑of‑the‑customer (VOC) efforts, market research, and competitive analysis to identify opportunities in mission‑critical data center infrastructure.</li><li>Translate customer and market insights into clear Product Requirements Documents (PRDs) that engineering teams can execute against.</li><li>Partner closely with engineering through iterative design, validation, and refinement to ensure solutions meet technical and customer requirements.</li><li>Work with Product Marketing to define positioning, messaging, and go‑to‑market plans.</li><li>Support sales through training, value propositions, demos, and direct customer engagement.</li><li>Secure and support pilot customers, incorporating feedback to refine and improve offerings prior to broader rollout.</li><li>Monitor product performance, margins, and cost structures; identify opportunities for pricing, cost optimization, and profitability improvement.</li><li>Track and report KPIs related to product success, roadmap execution, and market adoption.</li><li>Serve as the internal subject matter expert for assigned product categories, representing the product in leadership reviews, governance forums, and customer discussions.</li></ul><p>This role is focused on building what’s next, not maintaining a long‑established product line. Expect a fast pace, ambiguity, and meaningful influence over strategic direction.</p>
