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Client Concierge
$52k-68k (estimate)
Full Time | Investment Management 2 Weeks Ago
Save

Retirement Planners of Texas is Hiring a Client Concierge Near Houston, TX

About Us
We are an independent retirement planning firm that is ranked in the top one percent in the country. We are a small office that helps a lot of people retire well.
Responsibilities
  • Create a welcoming environment for clients and prospects.
  • Develop and maintain authentic relationships with clients and colleagues.
  • Handle incoming and outgoing communication, including emails and calls..
  • Manage office calendar.
  • Maintain notes.
  • Maintain office supplies.
Education
  • High School Diploma (or equivalent)
Skills
  • Customer-oriented
  • Dedicated
  • Detail oriented
  • Driven and goal oriented
  • Basic computer proficiency
  • Strong grammar skills
  • Strong people skills
  • Works well in a team
Compensation
$65,000 per year
Position Type
Full-Time
Benefits
Health insurance reimbursement
Matching 401K
Paid time off
Profit sharing plan

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$52k-68k (estimate)

POST DATE

04/07/2024

EXPIRATION DATE

06/05/2024

WEBSITE

retirementplannersoftexas.com

HEADQUARTERS

HOUSTON, TX

SIZE

25 - 50

TYPE

Private

CEO

DANIELLE DIETZ

REVENUE

<$5M

INDUSTRY

Investment Management

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The job skills required for Client Concierge include Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Concierge. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Concierge. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Concierge positions, which can be used as a reference in future career path planning. As a Client Concierge, it can be promoted into senior positions as a Customer Service Representative II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Concierge. You can explore the career advancement for a Client Concierge below and select your interested title to get hiring information.