First Impressions/Receptionist/Client Services Coordinator

First Impressions/Client Service Coordinator

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our financial firm West Advisory Group in Erie, PA is looking for a strong First Impressions/Client Service Coordinator. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!

What you’ll do:

• Answer phones and greet clients in a friendly, positive, and warm manner
• Manage advisors’ calendars, including appointment scheduling and rescheduling
• Order front office supplies and keep track of inventory
• Complete and process new client applications
• Assist clients with issues and account inquiries
• Maintain the firm’s CRM system through accurate data entry and database management
• Handle the setup, closure, and transfer of client accounts accurately and efficiently
• Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests
• Coordinate seminar pre-registration processes and provide onsite assistance during client events
• Assist the team with various administrative duties and tasks

What We’re Looking For:

• High school diploma
• 1 years’ experience in a busy office environment
• Prior experience in the financial industry is a plus
• Embraces change and adapts quickly to evolving processes
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time-sensitive tasks
• Excellent communication; written and verbal
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

What You’ll Get:

Pay & Perks:

• $30k/year - $40k/year based on experience bonus potential
• Medical, dental, and vision insurance
• 401 (k) plan and profit sharing after 1 year of employment
• PTO

Schedule:

In office: Monday – Friday, 8:30 am – 5:00 pm

Some evenings are required for client events

Presented by Advisor Employee Services Thank you for your interest in the First Impressions/Client Service Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!