Client Experience Representative

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Are you passionate about delivering exceptional customer service and building strong client relationships? Our client is seeking a Client Experience Representative to join their team. In this role, you will serve as a trusted resource for clients and Financial Representatives, providing solutions, resolving inquiries, and delivering a best-in-class service experience. This is an excellent opportunity for candidates who thrive in a fast-paced environment, enjoy problem-solving, and have strong communication and technical skills.

• Serve as the primary point of contact for clients and Financial Representatives, resolving questions and inquiries efficiently and professionally.
• Take ownership of customer interactions by proactively identifying solutions and preventing repeat calls or unnecessary transfers.
• Build and maintain strong relationships with clients to enhance satisfaction, loyalty, and overall experience.
• Educate clients and Financial Representatives on website functionality, online tools, and self-service resources.
• Demonstrate strong de-escalation skills when addressing customer concerns and service-related issues.
• Manage inbound calls and transactional responsibilities while maintaining confidentiality and handling sensitive information appropriately.
• Process casework and transactions accurately while balancing multiple priorities.
• Research complex issues utilizing available resources, systems, and tools to identify effective solutions.
• Collaborate with team members and business partners to improve processes and the overall client experience.
• Maintain compliance with company policies, privacy standards, and regulatory requirements.
• Adapt to changing priorities and support continuous improvement initiatives.

• Previous experience in customer service, client support, call center, financial services, or a related field.
• Strong verbal and written communication skills.
• Proven ability to manage difficult conversations and de-escalate customer concerns.
• Proficiency in Microsoft Office Suite

This is a Contract position based out of Milwaukee, WI.

The pay range for this position is $17.00 - $17.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Milwaukee,WI.

This position is anticipated to close on Aug 6, 2026.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.