Ampersand, Inc.
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.
Role Description 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.
Qualifications
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
Seniority Level Entry level
Employment Type Full‑time
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Role Description 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.
Qualifications
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
Seniority Level Entry level
Employment Type Full‑time
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