What are the responsibilities and job description for the Front Desk Receptionist / Client Service Specialist position at Prudential?
About the Role
Our growing wealth management office is seeking a friendly, organized, and professional Front Desk Receptionist / Client Service Specialist to join our team. This position is ideal for someone who enjoys building relationships, providing exceptional customer service, and supporting clients in a fast-paced office environment.
As the first point of contact for our clients, you will play a key role in creating a welcoming experience while providing administrative, scheduling, and client service support to our advisors.
Responsibilities
- Greet clients and provide a welcoming, professional first impression.
- Answer and direct incoming phone calls.
- Schedule and confirm client appointments.
- Assist clients with account-related questions and service requests.
- Manage front office operations and daily administrative tasks.
- Maintain accurate client records and documentation.
- Communicate professionally with clients, advisors, and team members.
- Obtain and maintain the appropriate industry licensing after hire.
Qualifications
We're looking for someone who is:
- Passionate about delivering outstanding customer service.
- Eager to learn the wealth management and financial services industry.
- Highly motivated with a positive attitude.
- Comfortable learning and using new technology and software.
- A strong relationship builder with excellent communication skills.
- Organized, detail-oriented, and able to manage multiple priorities.
- A dependable team player who values collaboration.
- Supportive of our firm's mission, products, and services.
Preferred Qualifications
- Previous experience in a financial services, wealth management, insurance, banking, or investment office is preferred but not required.
- Experience as a receptionist, administrative assistant, office coordinator, client service representative, customer service representative, or front desk professional is a plus.
Benefits
- 401(k)
- 401(k) matching
- Paid time off
Schedule
- Full-time
- Monday through Friday
- No weekends
Work Location: Multiple locations
Pay: $18.00 - $22.00 per hour
Benefits:
- Flexible schedule
- Paid time off
- Retirement plan
Work Location: In person
Salary : $18 - $22