Client Representative

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Located in Neenah, WI

Salary: $22.50/HR

Hours: Monday - Friday, 8:00am - 4:30pm

Pay: $22.50/HR

Duties:

  • Provide exceptional customer service while supporting clients, Trust Officers, and internal departments.
  • Maintain confidentiality of all client, company, and employee information.
  • Communicate effectively with assigned officers and internal teams regarding workload, priorities, and workflow needs.
  • Assist with administrative tasks, client documentation, account maintenance, and operational support.
  • Utilize Microsoft Outlook, Word, and Excel to prepare correspondence, maintain records, and support daily operations.
  • Respond professionally to client inquiries and provide timely follow-up.
  • Support departmental projects and assist with workload balancing as needed.
  • Provide backup support to Client Representatives, front desk staff, and other departments during absences or periods of increased activity.
  • Maintain accurate records and documentation while ensuring compliance with company policies and procedures.

Qualifications:

  • Associate degree (2-year degree) in Business, Finance, Communications, or a related field required.
  • Bachelor's degree in Business, Finance, Communications, or a related field preferred.
  • Previous customer service, financial services, banking, administrative, or office support experience preferred.
  • Strong customer service skills with a client-focused approach.
  • Proficiency in Microsoft Outlook, Word, and Excel.
  • Excellent written, verbal, and interpersonal communication skills.
  • Strong organizational skills and attention to detail.
  • Ability to prioritize multiple tasks and meet deadlines.
  • Ability to maintain confidentiality and handle sensitive information professionally.
  • Strong problem-solving skills and ability to work independently.
  • Professional demeanor and positive attitude.

What does Express offer to you??

  • Weekly paychecks!
  • Vision Insurance
  • Medical Plan
  • Dental Plan
  • 401(K) Retirement Savings Plan
  • Life Insurance
  • Referral Bonuses (Earn up to $125 for each person you refer to Express!)

Why Express Employment Professionals, Appleton WI?

  • Express, Appleton WI placed over 1,350 people in 2024 just in the Appleton area!
  • We provide our associates with excellent comprehensive and competitive benefits!
  • When you apply to us, you apply to 100+ companies in the Fox Valley!
  • Over 170 people were hired to a permanent position in 2024.

Apply now:

Call - (920) 624-6100 to schedule a phone interview.

Address - 1033 W College Ave STE 100 Appleton, WI 54914

Email - jobs.appletonwi@expresspros.com

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Express Office: Appleton
1033 West College Avenue
Suite 100
Appleton, WI 54914
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