We are looking to add a full-time Client Service Concierge to our staff. Please check out the role below and if you possess the qualities and background we desire, please apply today so we can meet!
PURPOSE OF THE CLIENT SERVICE CONCIERGE
1. You will be responsible for providing first-class service to our clients, either in person, on the phone or email.
2. Develops scalable, repeatable processes to ensure all client items have been handled accurately and timely.
3. Maintain client notes and records in physical files or in electronic systems.
4. Schedule annual client review meetings or periodic meetings as needed.
Our Ideal Candidate will come to us with the following experience and qualities :
Experience Minimum 2 year’s experience working in a professional office setting in a financial or insurance practice
Preferred Experience - Life & Health licensed
Technical Skills - Computer proficiency with Microsoft Office Suite, Outlook, DocuSign, and TEAMS
Attributes - Can work well at the leadership, ownership level to produce maximum results
Communication Skills - Excellent verbal and written skills required
Additional attributes to be successful in this role :
- Professional
- Works with a Sense of Urgency
- Organized
- People Person
- Excellent Time Management
- Consistent Follow-Up and Follow-Through
- Entrepreneurial Spirit
- Likes to work hard and play hard
Schedule :
Monday Friday 8 : 00AM to 5 : 00PM
Compensation : $17 - $19 per hour
$17 - $19 per hour
Benefits :
Health Insurance stipend available
Financial Advisor Assistant
Minimum 2 year’s experience working in a professional office setting in a financial or insurance practice. ...
Merchant Services Advisor
Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula rei...
PT Administrative Assistant I
PT Administrative Assistant I works from 12:00pm to 7:00PM. ...
Certified Tax Accountant - 2+Yrs Paid Tax Experience Required
Intuit is seeking Tax Experts for the upcoming tax season.If you have an active PTIN and unrestricted credential (CPA/EA/Practicing Attorney) we would love to connect with you!.Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock ...
Client Advisor
Spieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability. We serve people: Eve...
Receptionist - State Farm Agent Team Member
Are you ready to join a dynamic team that's been making waves in insurance since 2017? Look no further! Our agency is expanding, and we're seeking passionate individuals to join us on our journey.With an office in Uniontown, OH & Mogadore, OH, we offer flexible scheduling, a supportive work environm...
Entry Level Accountant
Join our dynamic finance team in the heart of Akron, OH, and kick-start your accounting career! LHH Recruitment Solutions is seeking an enthusiastic Entry-Level Accountant to help us stay on top of our finances with precision and proactive enthusiasm. ...
Executive Assistant I- (FT,100%) Adena Medical Group
The Executive Assistant provides support to Senior Leadership and others in the assigned area by performing . Assistant exemplifies professionalism, leadership and confidentiality. Previous experience supporting at the executive level in a professional environment required. ...
Merrill Financial Solutions Advisor - Northeast Ohio Market
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life ...
Administrative Assistant
Prior clerical and/or administrative experience within manufacturing environment. ...