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5 results for Customer Experience Specialist in Milwaukee, WI
- Racine, WI
- onsite
- Temporary to Hire
- 19 - 19 USD / Hourly
- We are looking for a Customer Service Representative to support a mission-driven non-profit organization in Racine, Wisconsin. This contract opportunity with potential for a permanent role is ideal for someone who enjoys helping people, managing high-volume customer interactions, and ensuring each inquiry is handled with accuracy and care. In this role, you will serve as a key point of contact for callers while also assisting with order processing and follow-up communication.<br><br>Responsibilities:<br>• Respond to incoming customer calls with professionalism, empathy, and a solution-focused approach.<br>• Assist callers with questions, service needs, and general support while delivering a positive customer experience.<br>• Enter orders and update customer information accurately within the appropriate systems.<br>• Handle both inbound and outbound phone communication to resolve issues and provide timely follow-up.<br>• Document customer interactions clearly so records remain complete and up to date.<br>• Work closely with internal teams to address requests efficiently and ensure smooth service delivery.<br>• Maintain consistent call quality and productivity in a fast-paced call center environment.
- 2026-07-27T00:00:00Z
- Elkhorn, WI
- onsite
- Temporary to Hire
- 19 - 19 USD / Hourly
- We are looking for a compassionate and detail-oriented Customer Service Representative to support energy assistance services for households in Wisconsin. This permanent contract opportunity is ideal for someone who enjoys guiding people through application processes, explaining eligibility rules clearly, and delivering respectful service to individuals facing financial hardship. The role combines client interaction, documentation review, and data accuracy to help connect community members with essential support through a nonprofit organization.<br><br>Responsibilities:<br>• Meet with applicants to gather information, review supporting documents, and assess eligibility for energy assistance programs.<br>• Provide courteous and empathetic service when responding to questions from individuals and families seeking help.<br>• Walk clients through program guidelines, required paperwork, and application next steps in a clear and understandable manner.<br>• Record, update, and maintain applicant details accurately within internal systems and databases.<br>• Use basic calculations to verify income information, household size, and other eligibility-related factors.<br>• Coordinate with partner agencies and community resources to help address client needs and improve access to services.<br>• Support outreach activities by participating in local events and connecting with residents who may qualify for assistance.<br>• Assist a broad range of community members, including older adults, former service members, people with disabilities, and families with children, while protecting confidentiality and following program standards.
- 2026-07-08T00:00:00Z
- Elkhorn, WI
- onsite
- Temporary to Hire
- 19 - 19 USD / Hourly
- We are looking for a compassionate and organized Customer Service Representative to support energy assistance programs for households in need in Wisconsin. This contract-to-permanent opportunity is ideal for someone who enjoys guiding people through application processes, explaining services clearly, and delivering thoughtful support in a nonprofit setting. In this permanent role, you will help determine eligibility, maintain accurate records, and serve as a helpful point of contact for community members seeking assistance.<br><br>Responsibilities:<br>• Conduct intake conversations with applicants, gather required records, and assess eligibility for available energy assistance services.<br>• Assist individuals and families by answering questions, providing courteous service, and explaining program steps in a clear and respectful manner.<br>• Enter, update, and maintain client information in databases and related systems with a high level of accuracy.<br>• Review household and income details, using basic calculations to support eligibility determinations and program documentation.<br>• Work closely with partner agencies and community resources to help address client needs and improve access to support.<br>• Take part in outreach activities and community events to increase awareness of available assistance programs.<br>• Provide responsive service to diverse populations, including older adults, veterans, people with disabilities, and families with children.<br>• Protect sensitive information and follow established policies, procedures, and confidentiality standards in daily work.
- 2026-07-16T00:00:00Z
- Waukesha, WI
- onsite
- Temporary to Hire
- 19 - 19 USD / Hourly
- We are looking for a Customer Service Representative to support a non-profit organization in Waukesha, Wisconsin. This contract position with permanent potential is ideal for someone who enjoys helping others, managing customer interactions with professionalism, and ensuring accurate order processing. The person in this role will serve as a key point of contact for callers while delivering responsive service and maintaining organized records.<br><br>Responsibilities:<br>• Respond to incoming customer calls with professionalism, empathy, and clear communication.<br>• Assist callers with questions, requests, and issue resolution while providing a positive service experience.<br>• Enter customer orders and related information accurately into internal systems.<br>• Handle a steady volume of call center activity while maintaining quality and efficiency standards.<br>• Make outbound calls as needed to follow up on requests, clarify details, or provide updates.<br>• Document customer interactions thoroughly to ensure complete and accurate records.<br>• Coordinate with internal teams to address service concerns and support timely resolution.<br>• Monitor order details carefully and verify information to reduce errors and improve customer satisfaction.
- 2026-07-27T00:00:00Z
- Thiensville, WI
- onsite
- Permanent / Full Time
- 55000 - 65000 USD / Yearly
- <p>Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of contact for client service needs while providing administrative and operational support to advisors and internal teams. The ideal candidate is highly organized, service-minded, and capable of managing multiple priorities in a fast-paced financial services environment.</p><p><br></p><p>Offering competitive health insurance, generous annual bonus targeted up to 15%, 7% retirement contribution and 3+ weeks PTO to start. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day service and support for existing retirement plan clients, ensuring a high level of responsiveness and professionalism.</li><li>Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments to facilitate timely resolution of requests and issues.</li><li>Support advisors with administrative tasks related to retirement plan accounts, client reviews, meeting preparation, and follow-up.</li><li>Coordinate and maintain client records, plan documents, service calendars, and account documentation in accordance with firm policies and compliance requirements.</li><li>Assist with onboarding new retirement plan relationships and implementing changes for existing plans.</li><li>Prepare client meeting materials, reports, presentations, and investment review packages.</li><li>Monitor account activity and help ensure service requests, distributions, contributions, and other transactions are processed accurately and on time.</li><li>Maintain accurate notes and updates in CRM and other firm systems.</li><li>Schedule client meetings, annual reviews, and advisor appointments, and manage related logistics.</li><li>Respond to client inquiries regarding retirement plan administration, service issues, and account-related matters, escalating more complex issues as needed.</li><li>Partner with advisors and operations staff to support workflow efficiency and deliver a seamless client experience.</li><li>Help ensure all activities are completed in accordance with regulatory requirements, internal procedures, and service standards.</li></ul><p><br></p>
- 2026-07-15T00:00:00Z