Client Services / Office Support Specialist
Benefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Vision insurance
In-Office | Monday–Friday, 9 AM – 4:30 PM
We are seeking a dependable, professional Client Services / Office Support Specialist to join our growing Mortgage Company/Insurance Agency. This role is ideal for someone who enjoys working in a structured office environment, interacting with clients, and supporting day-to-day business operations.
Position Overview
This is a customer-facing, in-office role that combines administrative responsibilities, client service support, and general office operations. The ideal candidate is prompt, organized, detail-oriented, and communicates clearly and professionally—both in writing and verbally.
Key Responsibilities
Serve as a first point of contact for clients in person, by phone, and via email
Provide administrative and clerical support to mortgage and insurance staff
Assist with document preparation, scanning, filing, and record maintenance
Manage incoming and outgoing correspondence
Support office operations to ensure a professional and efficient workplace
Utilize Microsoft Office 365 (Outlook, Word, Excel, etc.) and Adobe for daily tasks
Maintain confidentiality and professionalism when handling client information
Qualifications & Skills
Prior office or administrative experience required
Experience in client services or customer-facing roles strongly preferred
Proficiency with Microsoft Office 365 and Adobe products required
Strong written and oral communication skills
Professional demeanor and appearance
Reliable, punctual, and able to work consistently 9 AM – 4:30 PM, Monday–Friday
Experience in mortgage, insurance, or financial services is a plus (but not required)
Compensation
$50,000 base annual salary
$3,000-$10,000 annual bonus opportunities
Benefits
Health insurance
Dental insurance
Vision insurance
401(k) retirement plan
Work Environment
In-office position
Professional, fast-paced environment
Supportive team atmosphere within the mortgage and insurance industry
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.