Client Services Specialist

2 weeks ago


Milwaukee, United States SEEK Careers Staffing Full time
Job DescriptionJob Description

We are seeking a highly motivated and customer-focused individual to join our team as a Client Services Representative. As a Client Services Representative, you will play a crucial role in ensuring our clients receive exceptional service and support throughout their journey with our company.


Responsibilities:


1. Serve as the main point of contact for clients, addressing their inquiries, concerns, and requests promptly and accurately.

2. Maintain a deep understanding of our products and services to provide accurate information and guidance to clients, ensuring their needs are met effectively.

3. Collaborate with various departments within the company, such as sales and technical support, to resolve client issues and deliver a seamless experience.

4. Proactively identify opportunities to enhance the client experience and suggest improvements to processes or procedures.

5. Utilize our CRM system to record and update client interactions, ensuring accurate and up-to-date information is available for reference.

6. Keep abreast of industry trends and developments to provide clients with relevant information and insights.

7. Collaborate with the sales team to identify upselling and cross-selling opportunities and effectively communicate these to clients.

8. Participate in regular training sessions and workshops to continuously develop and enhance your client service skills and product knowledge.


Qualifications:


- High school diploma or equivalent required; Bachelor's degree preferred.

- Bilingual, English and at least one other language.

- Proven experience in a customer service or client-facing role.

- Exceptional interpersonal and communication skills, both verbal and written.

- Strong problem-solving abilities and the ability to think on your feet.

- Excellent organizational skills and attention to detail.

- Proficient in MS Office Suite and CRM software.

- Ability to work collaboratively in a team-oriented environment.

- A positive and empathetic attitude towards clients.

- Flexibility to adapt to changing priorities and handle multiple tasks simultaneously.



Join our dynamic team as a Client Services Representative and be part of a company that values its clients and strives for excellence in customer service. Apply now and take the first step towards a rewarding career in client services



  • Milwaukee, United States BCI - Brokerage Consultants Inc. Full time

    Client Service Specialist | MilwaukeeA well-established Registered Investment Advisor (RIA) is searching for a motivated individual to collaborate with clients and provide support to their team of Financial Advisors. This position will be based entirely in the office. The benefits package includes fully funded health and dental insurance, a Health Savings...


  • Milwaukee, United States BCI - Brokerage Consultants Inc Full time

    Client Service Specialist | Milwaukee A well-established Registered Investment Advisor (RIA) is searching for a motivated individual to collaborate with clients and provide support to their team of Financial Advisors. This position will be based entirely in the office. The benefits package includes fully funded health and dental insurance, a Health Savings...


  • Milwaukee, United States Covanta Full time

    Who we are For more than 40 years, Reworld has been a leader in sustainable waste solutions, providing our customers with innovative solutions that help them achieve carbon-negative outcomes. Our Vision Reworld is leading the charge to a carbon-negative future through revolutionary sustainable materials management solutions that reduce, reuse, recycle and...


  • Milwaukee, United States Covanta Full time

    Who we areFor more than 40 years, Reworld has been a leader in sustainable waste solutions, providing our customers with innovative solutions that help them achieve carbon-negative outcomes. Our VisionReworld is leading the charge to a carbon-negative future through revolutionary sustainable materials management solutions that reduce, reuse, recycle and...


  • Milwaukee, United States Covanta Full time

    Who we are For more than 40 years, Reworld has been a leader in sustainable waste solutions, providing our customers with innovative solutions that help them achieve carbon-negative outcomes. Our Vision Reworld is leading the charge to a carbon-negative future through revolutionary sustainable materials management solutions that reduce, reuse, recycle...


  • Milwaukee, United States MDS Fulfillment, Inc. Full time

    Job DescriptionJob DescriptionClient Logistics Specialist The Client Logistics Specialist is responsible for ensuring daily communications with MDS clients are made. The Client Logistics Specialist is responsible for ensuring daily commitments, projects, and tasks are completed through appropriate execution while meeting MDS service level agreements. The...

  • Client Specialist

    6 days ago


    Milwaukee, United States Robert W. Baird & Co. Incorporated Full time

    As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing...

  • Client Specialist

    7 days ago


    Milwaukee, United States Robert W. Baird & Co. Full time

    As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing...

  • Client Specialist

    6 days ago


    Milwaukee, United States Robert W Baird & Co Full time

    As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing...

  • Client Specialist

    2 days ago


    Milwaukee, United States Robert W. Baird Full time

    Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...

  • Client Specialist

    6 days ago


    Milwaukee, United States Robert W. Baird & Co. Incorporated Full time

    Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...

  • Client Specialist

    6 days ago


    Milwaukee, United States Baird Full time

    Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it...


  • Milwaukee, United States Curative Care Full time

    Love where you work! Are you searching for a job where you look forward to each day's challenges and rewards? At Curative Care, you can be part of a team of excited individuals making a real difference in family's lives. We offer a great, fully immersive training program. Come see why we're one of the Milwaukee Journal Sentinel's Top Workplaces of 2022! As...


  • Milwaukee, United States Curative Care Full time

    Love where you work! Are you searching for a job where you look forward to each day's challenges and rewards? At Curative Care, you can be part of a team of excited individuals making a real difference in family's lives. We offer a great, fully immersive training program. Come see why we're one of the Milwaukee Journal Sentinel's Top Workplaces of 2022! As a...


  • Milwaukee, United States Veterinary Surgery Specialists Full time

    Job DescriptionJob DescriptionSalary: $15.00 - $17.00Hybrid Full-Time Veterinary Customer Service SpecialistJob Summary:The Hybrid Customer Service Specialist is vital in providing exceptional customer service and support to pet owners and patients with our mobile specialty surgery services in the greater Milwaukee area (Wisconsin). The specialist serves as...


  • Milwaukee, United States High Point Capital Group Full time

    We are looking for a Client Service Associate to support our growing firm. Your goal will be to ensure clients and advisors are assisted on a timely basis, happy and engaged in their financial planning process. Afterall, the advisor works for the client, so you work for them too! We’ll also need you to drive efficiencies in expanding the firm's business,...


  • Milwaukee, Wisconsin, United States STS Technical Services Full time

    STS Technical Services is actively seeking candidates for a Quality Specialist/Analyst role with our Fortune 350 Client This job includes overall product quality responsibility through the life cycle of several product types. This includes overall quality responsibility for our supplier base, test, manufacturing, sales floor, control test, exercising,...


  • Milwaukee, United States STS Technical Services Full time

    STS Technical Services is actively seeking candidates for a Quality Specialist/Analyst role with our Fortune 350 Client!  This job includes overall product quality responsibility through the life cycle of several product types.  This includes overall quality responsibility for our supplier base, test, manufacturing, sales floor, control test,...

  • Client Service Rep

    5 days ago


    Milwaukee, United States Cavalier Workforce, Inc. Full time

    Duties: Working in a department where the primary goal is service, serves as primary resource for Long Term Care clients and phlebotomists providing technical problem-solving and support. Promptly and attentively answers phones listening to concerns/requests, obtaining complete and accurate information. Consistently greets callers using a Wisconsin...


  • Milwaukee, United States St. Charles Youth and Family Services Full time

    **GENERAL SUMMARY**: Youth Development Specialist are integral in designing and implementing opportunities for youth to learn and practice new skills within a therapeutic 24 hour care environment. Youth Development Specialists assist in planning and monitoring daily activities of youth within the milieu of 24 hour care. Youth Development Specialist provides...