Client Service Representative

4 weeks ago


Sun Prairie, Wisconsin, United States Compeer Financial Full time
Client Service Representative

Compeer Financial is seeking a collaborative and dynamic professional to support our Top Workplace culture. As a Client Service Representative, you will play a crucial role in providing high-quality client service to internal and external clients.

Key Responsibilities:
  • Establish and maintain strong relationships with internal and external clients and third parties.
  • Provide support to the office and various business units, including mail processing, ordering office supplies, and coordinating meals for onsite meetings.
  • Accurately process receipts, disbursements, and maintenance to client accounts.
  • Coordinate and track the compilation of documents needed for transactions.
  • Scan and index documents into archival systems.
  • Assist financial officers in determining appropriate client products and delivery tools.
  • Prepare and deliver legal documents to clients on a timely basis to meet regulatory and compliance requirements.
Requirements:
  • High school diploma or GED; secondary education preferred.
  • 1-3 years of client service/office administration experience.
  • Attention to detail and accuracy.
  • Computer skills, including MS Office applications and other systems needed to perform functions of the role.
  • Mathematical skills.
  • Problem-solving skills.
  • Strong organizational, listening, written/verbal communication, and interpersonal skills.
  • Flexible and adaptable to changing priorities and situations.
  • Ability to work independently and cooperatively with other team members to service all aspects of client needs.
  • Preferred general knowledge of basic accounting principles and procedures.
  • Must be authorized to work for any employer in the US.
About Compeer Financial:

Compeer Financial exists to champion the hopes and dreams of rural America. By joining our team, you will help empower those in agriculture and rural communities to achieve their goals and expand their possibilities.

Why Work with Us?
  • Amazing team members who are passionate about serving agriculture and rural America.
  • Investment in our team members' education, growth, and development.
  • Engagement in our communities through giving back and volunteerism.
  • Flexible, collaborative, and dynamic work environment.
  • Great benefits:
    • Medical, Dental, Vision insurance
    • 401K (3% Compeer contribution & up to an additional 6% match)
    • Paid time off (vacation, sick leave, holidays, volunteer time)


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