Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
TS
Tri-Starr Services of Pennsylvania Inc
Client Experience Specialist
Career Insights for Customer Service Representative (General)
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Pennsylvania data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.
$38,927 / year median in Pennsylvania
-23% projected decline
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.