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Client & CRM Specialist
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-01-17
Listing for:
DBHW Wealth Partners
Full Time
position Listed on 2026-01-17
Job specializations:
-
Entertainment & Gaming
Customer Service Rep
Job Description & How to Apply Below
A leading investment management firm in Milwaukee seeks a Client Experience Specialist to provide excellent first impressions and maintain organized operations. This role involves managing client interactions, workflows, and administrative tasks, requiring a positive attitude and strong communication skills. Ideal candidates are detail-oriented and thrive in a supportive environment. Benefits include a 401k plan, health insurance, and paid time off.
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