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SalaryFront Desk Concierge
Position Description & Summary of Role:
Step into a purpose driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced – and friendly –financial planning team by assisting in daily business functions, delivering a remarkable client experience that inspires confidence, simplifies life, and reduces stress for clients and team members. Inspire Confidence Group has a trusting environment that is focused on leadership and results.
This role works closely with both the operations and advice teams to provide a premiere level client experience and support the daily functions necessary for team success such as compliant mail and funds processing and resolving basic client needs.
Administrative:
- Greet clients upon arrival and extend elite level of hospitality to clients
- Answer and field client phone calls
- Process Mail and Funds compliantly
- Manage and resolve basic client service needs
- Schedule client appointments and maintain the team calendar
- Process business applications through an internal electronic system
- Make brief notes each day in CRM concerning client calls, follow up, and tasks.
- Assist with various tasks throughout the day
- Communicate issues to Leaders and provide feedback they can act upon
Key Traits of Success: Strong organizational and computer skills Attention to detail and organization
Effective communication with clients and other advisors/team members Effective and efficient time management Polite and clear phone manner Ability to multi-task Adaptive mindset Positive attitude and sincere willingness to constantly learn and grow
Proficiency in Microsoft Word and Excel as well is required.
Job Type: Full-time
Pay: $15.00 - $23.00 per hour
Schedule:
- 8 hour shift
Education:
- Associate (Required)
Experience:
- Customer service: 1 year (Preferred)
Work Location: In person
