Client Services/Office Support Specialist
Listed on 2026-01-24
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Administrative/Clerical
Office Administrator/ Coordinator, Office Assistant, Admin Assistant, Data Entry
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Vision insurance
In-Office | Monday–Friday, 9 AM – 4:30 PM
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.
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.
Key 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
- 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
- Experience in mortgage, insurance, or financial services is a plus (but not required)
- $50,000 base annual salary
- $3,000-$10,000 annual bonus opportunities
- In-office position
- Professional, fast-paced environment
- Supportive team atmosphere within the mortgage and insurance industry
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
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