Related skills
communication calendar management microsoft office client service office administration📋 Description
- Deliver exceptional service in every client interaction
- Greet and assist our clients and guests with service requests and appointments
- Partners with advisor team to set and achieve high service standards
- Manage and review calendars for advisors and prepare materials for upcoming appointments
- Ensure a seamless onboarding experience and set a great first impression for clients
- Remove roadblocks for clients and focus on ease of doing business
🎯 Requirements
- Passion for excellent service and client satisfaction
- Excellent verbal and written communication skills
- Minimum 1 year of financial services industry and client service experience preferred
- Strict attention to detail with high quality results
- Ability to multi-task and prioritize work daily
- Flexibility and embraces change
🎁 Benefits
- Medical: Blue Shield PPOs/HDHP with HSA and Kaiser for CA associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
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