Client Services Representative

Client Services Representative

We are looking for a Client Services Representative to support daily office operations and deliver attentive service to clients in Wisconsin. This position blends front-desk coordination, administrative support, and account-related assistance in a detail-focused financial services environment. The ideal candidate is organized, detail-focused, and comfortable managing both client-facing interactions and behind-the-scenes documentation with accuracy and care.

Responsibilities:

• Welcome clients and guests warmly while creating a welcoming and detail-focused front-office experience.

• Manage inbound and outbound mail by receiving, organizing, and distributing items in a timely manner.

• Track office supply levels, replenish inventory, and coordinate orders to keep the workplace running efficiently.

• Digitize records, organize documentation, and maintain accurate physical and electronic filing systems.

• Update and maintain client information within the CRM system to support reliable recordkeeping and communication.

• Proofread letters, forms, and other written materials to ensure accuracy and readability.

• Support special assignments and provide general administrative assistance across the office as business needs arise.

• Prepare and submit documentation for both new and existing accounts and coordinate follow-up activities as needed.

• Assist with client account servicing by working with external partners, handling check processing, monitoring fund movements, and assembling meeting materials for upcoming client appointments.