Customer Service Specialist

Company Description

Ampersand, Inc. is a tech‑enabled financial services firm based in the Midwest, specializing in treasury management solutions for financial institutions and depositors. Partnering with robust financial institutions, Ampersand ensures the security of deposits, regardless of size, while supporting impactful financial strategies and local communities. The company is committed to providing easy access, daily liquidity, and streamlined management through innovative solutions. Ampersand is dedicated to helping clients make the most of their financial resources with convenience and confidence.

This is a full‑time, on‑site role based in Waukesha, WI. The Customer Service Specialist will handle day‑to‑day client interactions, addressing inquiries, resolving issues, and ensuring a positive customer experience. Responsibilities include providing exceptional customer service through phone and email, maintaining strong client relationships, assisting with account management tasks, and collaborating with team members to improve customer satisfaction and service processes.

• Proven skills in Customer Support and Customer Service
• Experience in ensuring Customer Satisfaction and enhancing Customer Experience
• Strong Phone Etiquette and effective communication abilities
• Ability to manage client relationships with professionalism and diplomacy
• Proficiency with computer systems and familiarity with CRM tools
• Problem‑solving skills and adaptability in fast‑paced environments
• High school diploma or equivalent; associate’s or bachelor’s degree preferred
• Relevant experience in servicing commercial/retail bank clients or general financial services or related fields is a plus

Entry level

Full‑time