Client Concierge

Job Overview

A successful financial planning and asset management firm is seeking a key player to join the team as a Client

Concierge. Day-to-day responsibilities include all administrative and operational tasks required in order to provide a

high level of client service. We are searching for someone with a positive, upbeat attitude who is a strong team

player.

This role requires someone with superior client service and technology skills, who is able to take direction, prioritize activities, multi-task and operate under a tight timeline.

The ideal candidate for this role is resourceful and will take pride in elevating the client service experience for

new and existing relationships.

This role will work in our Centerville, OH office with a schedule of 8:00am to 5:00pm M-F.

Responsibilities and Duties

• Assist with marketing projects and organization of promotional events, both traditional and digital
  media formats
• Communicate directly with clients and foster caring and trusting relationships
• Implement and monitor marketing and client service programs as directed by management
• Compose and post online content on the company’s website and social media accounts
• Responsible for maintaining office equipment, including meeting rooms, copy machines and faxing
  capabilities
• Maintain office supplies by checking inventory and submitting order requests
• Respond to questions and requests for information
• Answer incoming calls and assume other receptionist duties
• Light cleaning duties

Hours
M-F 8:00 to 5:00

Benefits
Company Health Plan
Retirement Plan
Paid Holidays
Paid Vacation
Paid Training
Personal Financial Planning and Investment Advice are provided at no cost
Opportunity for advancement
Company-paid industry study and/or licensure

• 2 years experience in a client service environment
• Proficiency in MS Office with expertise in Microsoft Word, PowerPoint, Excel, and Outlook
• Detail-oriented and comfortable working independently
• Candidate must be professional in appearance and manner and possess excellent written and verbal
  communication skills, and be highly motivated with strong organizational skills and follow through.