1 Receptionist- Sharonville, OH office Job in Cincinnati, OH
Cerity Partners is Hiring a Receptionist- Sharonville, OH office Near Cincinnati, OH
Level
Entry
Job Location
Cincinnati North office - Sharonville, OH
Position Type
Full Time
Job Category
Finance
The Receptionist is responsible for delivering an exceptional client experience to everyone who visits or calls Cerity Partners (CP), as well as providing administrative support to the CP team.
Primary Responsibilities:
- Greet and welcome all clients and visitors, both in person and via telephone; high interpersonal skills
- Proactively manage client visits by reviewing notes from previous visits utilizing CRM, Salesforce
- Receive, log and deliver/scan incoming and outgoing mail and faxes
- Assist team members in the client gift giving process
- Send out appropriate stationary (thank you notes, birthday cards, anniversary Etc.) to clients
- Manage office supplies/inventory, as well, maintaining the reception area
- Assist in planning office events such as office parties, client open houses, etc
- Other administrative duties as needed
- 2 years of experience required in a customer service or administrative role
- High school diploma or GED is required; post-secondary education is preferred
- Ability to communicate confidently and clearly in a variety of styles, face to face, emails, phone calls, etc. to build trust with colleagues and clients
- Previous experience utilizing Word, Excel and CRM systems is strongly preferred
- Eagerness to work cooperatively with others across the organization to achieve shared objectives
- Takes pride in satisfying client expectations by truly understanding the client and creating meaningful client experiences
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
- You understand the need to provide a world-class client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
Job Summary
Full Time
$37k-45k (estimate)
05/02/2024
05/18/2024
ceritypartners.com
FORT WORTH, TX
<25
2002
TOM KIRSTEN
$5M - $10M
Related Companies
About Cerity Partners
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a clients financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model hav...e made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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