Client Services​/Office Support Specialist

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Vision insurance

We are seeking a dependable, professional Client Services / Office Support Specialist to join our growing Mortgage Company/Insurance Agency
. This role is ideal for someone who enjoys working in a structured office environment, interacting with clients, and supporting day-to-day business operations.

This is a customer-facing, in-office role that combines administrative responsibilities, client service support, and general office operations. The ideal candidate is prompt, organized, detail-oriented, and communicates clearly and professionally—both in writing and verbally.

• Serve as a first point of contact for clients in person, by phone, and via email
• Provide administrative and clerical support to mortgage and insurance staff
• Assist with document preparation, scanning, filing, and record maintenance
• Manage incoming and outgoing correspondence
• Support office operations to ensure a professional and efficient workplace
• Utilize Microsoft Office 365 (Outlook, Word, Excel, etc.) and Adobe for daily tasks
• Maintain confidentiality and professionalism when handling client information

• Prior office or administrative experience required
• Experience in client services or customer-facing roles strongly preferred
• Proficiency with Microsoft Office 365 and Adobe products required
• Strong written and oral communication skills
• Professional demeanor and appearance
• Reliable, punctual, and able to work consistently 9 AM – 4:30 PM, Monday–Friday
• Experience in mortgage, insurance, or financial services is a plus (but not required)

• $50,000 base annual salary
• $3,000-$10,000 annual bonus opportunities

• Health insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan

• In-office position
• Professional, fast-paced environment
• Supportive team atmosphere within the mortgage and insurance industry