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Customer Support
Customer Service Representative
Gap, PA

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Tri-Starr Services of Pennsylvania Inc

Client Experience Specialist

Job Description

Client Experience Specialist Are you passionate about delivering exceptional client service and fostering meaningful relationships? TriStarr's client, a faith-based financial advisory and services firm, is looking for you! This is a wonderful opportunity for a professional who excels in a fast-paced environment and loves making a positive impact. You'll work closely with advisors and team members in a collaborative setting, supporting new client onboarding, managing schedules, and ensuring a seamless client experience. If you're organized, personable, and thrive in a role that combines client management with strategic support, this role might be perfect for you. Key Responsibilities Serve as the primary point of contact for client communication via phone and email Coordinate onboarding workflows and prepare advisors for meetings Manage calendars, scheduling, and meeting logistics Maintain and enhance CRM workflows and client data accuracy Support operational tasks and cross-team communication Handle client onboarding, client management, and follow-up Qualifications / What We're Looking For 3-5 years of relevant experience, ideally in financial services or client-facing roles Strong organizational, time management, and problem-solving skills Excellent communication and interpersonal abilities Proficiency in Microsoft Office (Word, Excel, Teams, Outlook) Ability to handle multiple priorities with attention to detail A professional attitude with discretion and adaptability Why Join the Team? Enjoy a supportive, faith-based environment within a growing, dynamic team that values learning and collaboration. This role offers an impactful career path with opportunities to develop your skills and make a difference every day.
Job Details Job Type:
Permanent Pay /
Salary:
$70,000•$80,000/year
Hours:
8 am•4:30 pm Mon-Thu, 8 am•4 pm
Fri Location:
onsite in Gap, PA #tsaj