Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our established financial services firm located in Waukesha, Wisconsin is looking for a strong Client Experience Specialist. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior customer service skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today!
Our expectations are high, the compensation package is generous, our culture is best in class, and we take care of our employees and customers. You will have ample support, coaching and time to understand and master the various deliverables required.
The ideal candidate is happy where he/she is currently employed but is interested in a more self-directed work environment and responsibility. We would like to hire someone who is interested in a career, not a job, who wants to do the work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized and efficient with a commitment to accuracy.
Minimum Requirements:
• 5+ years of office experience in a fast-paced environment
• Financial Industry experience preferred, but not required
• Experience with scheduling, Google Calendar, and multi-line phones
Skills:
• Ability to prioritize projects and manage time
• Savvy customer service to include excellent communication both verbal and written
• Strong follow-through
• Good-natured, positive attitude
• Ability to demonstrate persistence to achieve quality
Responsibilities:
Assisting the Financial Advisor in managing the branch office to exceed client and regulatory
• Answer phones & greet clients in a friendly, positive and warm manner
• Be the 1st point of contact for prospects and clients
• Maintain office supplies and out-going correspondence
• Assist clients with issues and concerns
• Build and improve upon client relationships
• Database management
• Set appointments and assist Advisor with calendar management
• Maintain office filing system; both paper and electronic
• Other industry-specific tasks as needed
Salary
$40,000 – $60,000 – Based on Experience
Money for Nothing
Three weeks of paid time off each year
Retirement
We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member
contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the
3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in
addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or
Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it’s what we
do!
Let’s Stay Healthy
Group health insurance plan with a great provider network
It’s the same health insurance that Tony has for himself.
We pay for part of health, dental, and life insurance.
Paid time off to go to the doctor, dentist, etc.
Hungry?
Free coffee, tea, sodas, water, and hot cocoa — all on-site
Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer
Use The Force, Luke!
Mentorship is part of the deal. We want to help you as a person, not just as an employee.
How Do I Get There?
Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd
Let’s have fun!
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party
Paid-for Annual Trips
Company hits our goals, let’s all travel together!