Client Concierge
Cebert Wealth / Ameriprise Financial Cebert Wealth / Ameriprise Financial The Villages, FL The Villages, FL Full-time Full-time $18 - $22 an hour $18 - $22 an hour 1 day ago 1 day ago 1 day ago The Client Concierge (Receptionist) plays an important role in setting the tone for our organization.
As the first and last person clients see when they are in the office, the Receptionist is instrumental in making certain EVERY client has a positive experience.
The perfect applicant must possess the following:
Polished Professional Presentation Excellent Computer Skills Ability to learn and become proficient in Client Relationship Manager Software Proficiency in MS Outlook, Word, Excel Excellent interpersonal skills Excellent attitude and an extraordinary client service orientation A genuine interest in serving and caring for other people Excellent organizational and time management skills A creative mind and a self-starter An ability to handle multiple tasks and operate on tight deadlines Excellent phone skills- friendly and helpful in all interaction on the phone Responsibilities Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
Handles incoming phone calls.
Stocks and straightens lobby.
Makes monthly and quarterly stay in touch calls.
Handles miscellaneous operational activities.
Handles all shipping and receiving duties.
Assists in setting and ensuring the accuracy of advisor appointments.
What's Attractive to the Right Candidate? We have earned a reputation for great service.
You will be working for a fast paced, exciting organization where things are always happening.
We believe that you can work hard and have fun at the same time.
You will be working for an organization that values people where service is our focus and our leadership team is passionate about what we do.
This attitude has driven our success.
Our salaries and benefits are competitive, including medical, dental and vision, paid holidays, and vacation and sick time.
Job Type:
Full-time Pay:
$18.
00 - $22.
00 per hour
Benefits:
401(k) Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance Schedule:
8 hour shift Day shift Monday to Friday Education:
High school or equivalent (Preferred)
Experience:
Administrative
Experience:
3 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
As the first and last person clients see when they are in the office, the Receptionist is instrumental in making certain EVERY client has a positive experience.
The perfect applicant must possess the following:
Polished Professional Presentation Excellent Computer Skills Ability to learn and become proficient in Client Relationship Manager Software Proficiency in MS Outlook, Word, Excel Excellent interpersonal skills Excellent attitude and an extraordinary client service orientation A genuine interest in serving and caring for other people Excellent organizational and time management skills A creative mind and a self-starter An ability to handle multiple tasks and operate on tight deadlines Excellent phone skills- friendly and helpful in all interaction on the phone Responsibilities Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
Handles incoming phone calls.
Stocks and straightens lobby.
Makes monthly and quarterly stay in touch calls.
Handles miscellaneous operational activities.
Handles all shipping and receiving duties.
Assists in setting and ensuring the accuracy of advisor appointments.
What's Attractive to the Right Candidate? We have earned a reputation for great service.
You will be working for a fast paced, exciting organization where things are always happening.
We believe that you can work hard and have fun at the same time.
You will be working for an organization that values people where service is our focus and our leadership team is passionate about what we do.
This attitude has driven our success.
Our salaries and benefits are competitive, including medical, dental and vision, paid holidays, and vacation and sick time.
Job Type:
Full-time Pay:
$18.
00 - $22.
00 per hour
Benefits:
401(k) Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance Schedule:
8 hour shift Day shift Monday to Friday Education:
High school or equivalent (Preferred)
Experience:
Administrative
Experience:
3 years (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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