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DBHW Wealth Partners · 2 weeks ago

Client Experience Specialist

South Milwaukee, WI

Full-time

Onsite

New Grad, Entry Level

$16/hr - $23/hr

DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction. As the Client Experience Specialist, you will be the first point of contact for clients and manage workflows in the CRM system to ensure smooth operations in the Wealth and Tax & Accounting departments.

AccountingFinanceFinancial ServicesWealth Management

Responsibilities

Responsible for opening and closing the building each day in accordance with company procedures

First point of contact for clients, visitors, and applicants

Answers phones, directs calls to appropriate individuals, and prepares messages for those that couldn't be assisted through our automated system

Assists with sorting incoming mail and delivers to appropriate department or individual; assists with processing outgoing mail

Uses our CRM software at an expert level to assist with scheduling, workflows, and completing activities

Performs administrative and clerical support tasks

Performs other related duties as assigned

Qualification

CRM software proficiencyMicrosoft Office SuiteVerbal communicationWritten communicationInterpersonal skillsOrganizational skillsTime management

Required

High school diploma or equivalent required

Excellent verbal and written communication skills

Excellent interpersonal and customer service skills

Excellent organizational skills and attention to detail

Excellent time management skills with a proven ability to meet deadlines

Proficient with Microsoft Office Suite or related software

Preferred

Clerical experience preferred

Benefits

401k Employee Retirement Savings Plan will be available after 6 months of employment and a minimum of 1000 hours. Employee directed pre-tax and ROTH contributions available.

The 401k Employer Contribution begins on the 1st day of the quarter following six (6) months of employment with the firm. The company begins contributing a 3% Safe Harbor at that time, and employee contributions can begin at the same time. The company contributions are subject to a vesting schedule that are stated in the plan documents.

401k Rollover options from a previous employer plan are immediately available and encouraged.

We offer Dental, Vision, Long-Term Disability, Voluntary Life Insurance, Critical Illness, and Accident Insurance - the employee is responsible for this expense for coverage if elected.

Group Health Insurance

Health Savings Account (HSA)

Education Reimbursement - 5k lifetime allowance

Financial planning

Personal tax return preparation up to $1,250.00 annually

PTIN Renewal for Tax Preparers

All continuing education

Incentive for earned credentials

Study assistance program