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Client Services Rep
Waukesha, WI US
Job Description
Are YOU seeking a career, not just a job? Our client, an established financial service firm, in Waukesha is looking for an experienced Client Service Representative. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. Do YOU appreciate YOUR current employment yet aspire for more??? If YOU are organized, detail-oriented, and efficient with a strong commitment to accuracy, we want to hear from YOU and offer a workplace that values flexibility and autonomy. YOUR dedication and hard work will be truly recognized!!!
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues timely
Input notes into CRM and keep them updated
Coordinate and follow up on each client transfer and assist with New Business processing
Maintain professional communication with clients and staff
Job Requirements
2+ years of experience in Financial Services preferred
Industry knowledge/experience is strongly preferred
Experience with Google Suite and/or MS Office and ability to learn new software quickly
CRM experience preferably with Salesforce
Key Traits:
Superior communication skills
Strong organization skills
Attention to detail and accuracy
Consistent follow-through
Additional Information
Salary:
$50,000 – $70,000 per year – Based on experience.
Meet Your Recruiter

Nicole Mortell, CPC
Partner, Vice President of Sales
Nicole earned her Bachelor of Arts from UW-Oshkosh and began her staffing career shortly after graduation. Quickly, Nicole found her passion rising to top producer year after year and from there in 2006 she became one of the founding Partners of AllianceStaff. Today as Partner and VP of Sales and Marketing, she remains on the front lines of recruitment and client management, while simultaneously fostering the growth of AllianceStaff by identifying key business development opportunities and training team members to develop their own desks. Nicole partners with companies across a wide range of industries to understand their hiring needs and to help them build the best possible teams. She has been recruiting in Milwaukee for over 15 years and has developed a unique insight into the hiring needs of the local market. She creates strong business relationships, many of which turn into long-term friendships, attesting to the loyalty she has with her clients and candidates. She listens. She asks questions. And she understands that a great talent match never needs to be sold. Nicole intuitively knows when she’s found the right match, and her long track record of successful placements proves her skill.
In her free time you can find Nicole on the soccer field watching her twin boys play in rain, sleet or snow (true soccer mom!!), staying on top of fitness trends, checking out a new restaurant with her girlfriends, traveling with her husband Tom or snuggling with her baby girl Mariah (Australian miniature Labradoodle.)
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