Responsibilities:

- Greet and welcome guests in a friendly and professional manner, offer a beverage. Clean and sanitize meeting space after appointment with planner.
- Provide excellent customer service and address guest inquiries and concerns
- Perform duties related to caring for clients and for enhancing the overall quality of the client experience and performing related support activities as requested.

Job Knowledge/Systems

· Maintain up-to-date knowledge of administrative techniques

· Answer, screen and forward all incoming phone calls using our multi-line phone system with a consistent professional dialogue and voice tone

· Greet clients in a professional and friendly manner (offer beverages, take coat, etc.)

· Print Client Verification Sheets for in-office appointments, take copies of updated driver’s licenses and input these client data changes in CRM

· Liaison between client and back-office support staff to facilitate seamless communication

· Schedule all client appointments for advisors

· Send out appointment reminders for all client appointments via email or by phone

· Update client scheduling projects yearly

· Create Financial Rep client calendar yearly

· Prepare conference room for staff meetings.

· Update staff lists as needed in Microsoft and CRM form letters

· Facilitate affiliation and transition of all new clients

· Email out Weekly Market Commentary to clients and facilitate all mass client mailings

· Administer miscellaneous reports using CRM and Excel (i.e. new prospects/transitional, client count report and appointment tracking for advisors)

· Maintain supply of greeting and holiday cards and route cards to staff for signatures

· Coordinate breaks with administration staff to ensure adequate front desk coverage

· Maintain cleanliness and supplies of front desk, receptionist area, and conference rooms

· Review all new Consulting Agreements and follow steps assigned on the blue Processing Checklist

Morgan Kenwood Advisors, LLC helps individuals, families and small business owners with unbiased, fee-based financial planning and advisory services. Join our team as a Client Concierge. We offer competitive pay, opportunities for career growth, and a positive work environment. Apply now to start your journey in the finance industry!

Job Type: Full-time

Pay: $15.30 - $18.35 per hour

Expected hours: 40 per week

Benefits:

• Paid time off

Schedule:

• 8 hour shift

Education:

• High school or equivalent (Preferred)

Experience:

• Front desk: 1 year (Required)
• Office: 1 year (Preferred)

Language:

• English (Required)

Ability to Commute:

• Greendale, WI 53129 (Required)

Work Location: In person