Located in La Crosse, WI
Pay: $17-$20/hr
Job Full Description
Express Employment Professionals has partnered with a respected financial services firm in the La Crosse area, and we are currently recruiting for a Temporary Client Service Specialist. This position plays a key role in supporting clients and the advisory team by providing exceptional front-line service and administrative support.
Position Type: Temporary
Location: La Crosse, WI
Schedule: Monday–Friday, daytime hours (specific schedule to be discussed)
Job Duties:
- Serve as the first friendly voice and face for clients by answering phone calls, responding to emails, and greeting clients in person
- Manage and maintain multiple calendars using Salesforce CRM, including scheduling and confirming client appointments
- Maintain accurate client profiles, document interactions, and complete proper follow-up
- Assist clients by answering questions, processing transactions, handling money movements, and performing routine account maintenance
- Manage incoming and outgoing U.S. mail while ensuring compliance with company standards
- Provide general administrative support across the team as needed
Qualifications:
- High School Diploma or equivalent required
- Prior administrative, customer service, or client-facing office experience preferred
- Strong communication skills, both written and verbal
- Excellent attention to detail and ability to manage multiple priorities
- Comfortable working with technology and CRM systems (Salesforce experience a plus)
- Professional, friendly demeanor with a strong commitment to client service
This is a great opportunity to gain experience with a well-established financial services firm while supporting a collaborative and professional team.
La Crosse, WI
1467
2240 Rose Street
La Crosse, WI 54603
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