Client Services / Office Support Specialist
About The Position
We are seeking a dependable, professional Client Services / Office Support Specialist to join our growing Mortgage Company/Insurance Agency. This role is ideal for someone who enjoys working in a structured office environment, interacting with clients, and supporting day-to-day business operations. Position Overview This is a customer-facing, in-office role that combines administrative responsibilities, client service support, and general office operations. The ideal candidate is prompt, organized, detail-oriented, and communicates clearly and professionally—both in writing and verbally.
Requirements
- Prior office or administrative experience required
- Experience in client services or customer-facing roles strongly preferred
- Proficiency with Microsoft Office 365 and Adobe products required
- Strong written and oral communication skills
- Professional demeanor and appearance
- Reliable, punctual, and able to work consistently 9 AM – 4:30 PM, Monday–Friday
Nice To Haves
- Experience in mortgage, insurance, or financial services is a plus (but not required)
Responsibilities
- Serve as a first point of contact for clients in person, by phone, and via email
- Provide administrative and clerical support to mortgage and insurance staff
- Assist with document preparation, scanning, filing, and record maintenance
- Manage incoming and outgoing correspondence
- Support office operations to ensure a professional and efficient workplace
- Utilize Microsoft Office 365 (Outlook, Word, Excel, etc.) and Adobe for daily tasks
- Maintain confidentiality and professionalism when handling client information
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
