Office Client & CRM Specialist
Job in
South Milwaukee, Milwaukee County, Wisconsin, 53172, USA
Listed on 2026-01-12
Listing for:
DBHW Wealth Partners
Full Time
position Listed on 2026-01-12
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading wealth management firm in South Milwaukee seeks a Client Experience Specialist to create exceptional first impressions and maintain smooth operations in our Wealth and Tax divisions. This role involves greeting clients, managing workflows, and utilizing CRM software for scheduling and communications. Ideal candidates are organized, people-oriented, and have strong communication skills. Full-time employees enjoy benefits like paid time off and retirement savings plans.
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