Client Experience & Operations Specialist
Job in
Janesville, Rock County, Wisconsin, 53546, USA
Listed on 2026-08-21
Listing for:
Jimmy Jazz
Full Time
position Listed on 2026-08-21
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, CRM Systems & Management
Job Description & How to Apply Below
Webster Rogers Financial Advisors is seeking a Client Service Associate to support lead advisors by coordinating the administrative and operational work that keeps clients well cared for—from meeting support to CRM management and firmwide service initiatives.
This is a client-facing operations role, ideal for someone who's organized, proactive, and genuinely enjoys creating a great experience for clients and colleagues alike.
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