Client Experience Concierge/Event Planner

Customer Experience Concierge/Event Planner Role Description

Job Title: Customer Experience Concierge/Event Planner

Reports To:  Director of Operations

Job Purpose:

The Client Experience Concierge position you’ve been hired for is a significant role within our company.  You will perform various client services and events and provide internal office support.  The Client Experience Concierge reports directly to the Director of Operations and will serve as a critical team member and as the initial point of contact for the clients or professional partners of AEGIS Financial via phone or in person.

Company Culture:

AEGIS Financial is a company whose culture is defined by the character of its team members.  As a result, each team member must possess an unyielding desire to exceed client expectations.    We serve our clients the way we want to be served.  Being entrusted with our client’s livelihood and their life’s work means that every activity and interaction requires the highest degree of ethics and professionalism.  Our continued success depends on a diverse array of professionals working together towards common goals and each of us promoting a shared culture of excellence and mutual accountability.

AEGIS Financial is a unique work environment that values teamwork and strategic cooperation among its advisors and team.  Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents.  AEGIS Financial expects all team members to respect each other and strive to make collaboration and cooperation among firm members the cornerstone of our culture and success.

Accountability is also a key element of success.  AEGIS Financial is committed to a proactive culture so that we are accountable for providing the best service for our clients within a reasonable timeframe.

Principal Accountabilities:

• Makes the client feel welcome and comfortable in the office; offering favorite drink
• Gathers personal data from the client to maintain our CRM database to make their experience with AEGIS exceptional.
• Provide office support, including answering telephones, assisting visitors/clients, resolving and/or referring problems or inquiries to proper personnel.
• Co-manages calendar and schedules & confirms meetings for clients, prospects, and professional partners.
• Coordinate and perform a range of staff and/or operational support activities with various departments.
• Prepares and coordinates documents in preparation for meetings.
• Coordinate meetings with Professional Partners to develop cooperative relationships to meet clients’ needs.
• Establish, maintain, and update files, databases, records, and/or other documents.
• Documents all relevant action items and tasks being tracked in CRM.
• Executes project-related tasks to contribute to the firm’s development.
• Operate standard office equipment and use required software applications.
• Cultivates ideas to develop or help improve office systems and protocols.
• Participates in internal meetings when necessary.
• Responsible for running company errands.
• Assists with any special projects.
• Go out into the Community and market our lunch and learn campaign.
• Budget, plan, and implement client events, giving plans, professional development days, seminars, lunch & learn, and marketing campaigns.
• Work with the Marketing team and Director of Operations/CCO.

Knowledge/Experience/Skills:

• High School Diploma minimum
• 1-2 years administrative experience desired
• Event planning experience is desired.

• MS Excel, Word, Outlook, and PowerPoint proficiency to produce professional documents.
• CRM Database experience and task management are helpful.
• Ability to improvise and proactively assist in client requests or firm tasks.
• High communication skills (written and oral).
• Excellent organizational skills to prioritize and complete work efficiently.
• Ability to follow instructions, including a solid adherence to meet deadlines.
• Ability to work simultaneously on multiple projects.
• Ability to take detailed notes and follow instructions with little guidance.

Attributes and Behaviors:

• Professional, service-oriented demeanor with pleasant, business-appropriate manners
• Develops and maintains positive working relationships with others.
• Actively shares ideas and information on firm roles, responsibilities, and systems.
• Completes tasks accurately and timely.
• Admits mistakes immediately and works quickly to resolve the issues.
• Maintains a high customer service ethic and is passionate about meeting and assisting clients.
• Takes pride in the achievement of team objectives.
• Assists team members unprompted.
• Keeps pace with changes and acquires knowledge/skills necessary for business development.
• Self-motivated.

Working Conditions:

• Tasks closely governed by policies and procedures.
• Flexibility in working hours to attend client events or meetings outside normal business hours.
• Professional to Business Casual Dress Code

Hours: TBD 20-30 hours

Benefits:

N/A for Part Time position

Salary Range:  $15 -$18/hr depending upon experience.

Next Career Path:  Operations Associate 1