Client Experience Representative

TEKsystems • Milwaukee, WI

2d • $17 - $17 • Onsite

About The Position

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 a fast-paced environment, enjoy problem-solving, and have strong communication and technical skills.

Requirements

• 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

Responsibilities

• 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.

Benefits

• 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)

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed