Client Service Specialist
We are looking for someone who has a passion for helping others that can service and love on our clients and their families through proactive and responsive client servicing. We need a team member who can work unsupervised and independently, while being part of a team focused on creating an authentic, caring experience.
You will help us expand our services so that we have more clients living their best lives through proper financial planning. There is plenty of career and personal growth potential including becoming a CFP® (Certified Financial Planner) or advisor, if desired. This is a full-time, in-person position and is not a sales role.
Dir. of First Impressions
The purpose of this position is to ensure smooth day-to-day operations of the office and Chief Advisor while providing superior customer service to the firm’s prospects, clients and team members.
The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.
You should genuinely be a people-person with a passion for helping others and creating relationships.