Our firm is on track for aggressive growth, and we need an experienced, customer-focused individual with exceptional prioritization skills who will ensure clients are receiving top-notch service. . The Client Concierge handles the Firm’s existing client base by overseeing service requests, meeting preparation, and program invitations and registrations. The Client Concierge must be able to hit the ground running and keep up with the rapid pace of ...
We need an experienced, customer-focused individual with exceptional communication skills who will actively contribute to increasing the client base as we work toward our mission of helping families preserve family harmony, legacy, and assets upon disability and death. . The Client Intake and Sales Specialist handles the Firm’s initial contact with potential new clients, presents at our marketing workshops, and conducts consultations to close the...
