Customer Experience Specialist

Customer Experience Specialist

We are looking for a dedicated Customer Experience Specialist to join a leading financial services organization on a contract basis. This role is located in the Greater Philadelphia Region and involves providing exceptional administrative and client support to ensure seamless operations. The ideal candidate thrives in a fast-paced environment and demonstrates excellent organizational and communication skills.

What you get to do every single day:

• Coordinate and schedule meetings while managing calendars with precision.
• Send meeting invitations and links, ensuring all participants have the necessary information.
• Record and document meeting minutes for future reference and action.
• Perform accurate data entry and maintain organizational records.
• Manage and update spreadsheets to ensure data consistency.
• Respond to client inquiries with professionalism and resolve any concerns.
• Support client relations through additional administrative tasks and projects.
• Collaborate with internal teams to enhance overall client experience.

Requirements:

• At least 1+ years of experience in operational, administrative, or client service roles.
• Previous experience in the financial services industry is preferred.
• Proficiency in using SmartOffice, Microsoft Office, and SharePoint.
• Strong attention to detail and organizational abilities.
• Excellent follow-through to ensure tasks are completed effectively.
• Outstanding communication skills for interacting with clients and internal teams.
• Ability to work collaboratively as part of a team.
• High level of proficiency in data management and analysis.

Interested candidates should reach out to Christopher Verona at 215.568.4580 and reference JO# 03720-0013362224.