We are looking for an energetic person who is focused on delivering the best possible experience to our valued clients. As a Client Experience Specialist, you will welcome our clients as they arrive for their appointment and answer their calls. With complete client focus, you will work alongside another Client Experience Specialist to maintain the timely responsiveness our clients have grown accustomed to. We welcome candidates that possess the ability to start a conversation and make our clients feel at home. A positive attitude is a must!
We’re looking for individuals who are passionate about helping clients, good communicators, self-starters, reliable, organized, and are able to follow-through on activities in a timely manner. This position requires the ability to work well in both a self-directed manner and in a collaborative team environment while embracing the firm’s core values.
This is an excellent opportunity to get into the industry and learn from the ground up. Many CES staff have moved into client services, relationship management, or advisor support roles. We're looking for someone who's ready to grow with us long-term.
Essential Responsibilities
- Welcome clients as they arrive for their appointments.
- Serve as the first point of contact for incoming client calls.
- Deliver high quality client service in a professional, caring, and compliant manner.
- Maintain a welcoming reception area and conference rooms.
- Schedule and confirm appointments for multiple advisors.
- General office duties (data entry, filing, mail, supply ordering, and occasional event coordination)
- Special projects as they arise.
Qualifications
Education, Experience, and Licensures
- High School Diploma, College Degree preferred.
- Client Services experience in office setting preferred.
- Knowledge of Redtail CRM a plus
- Microsoft Office: 2 years (Required)
- Customer service: 2 years (Required)
To perform this job an individual must be able to perform each duty and responsibility satisfactorily. The qualifications and requirements listed above are representative of the knowledge, skills, abilities, and physical demands required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Compensation and benefits
- Competitive hourly-based structure commensurate with experience
- Complimentary investment management and financial planning services.
- Reimbursements for continuing education and other pertinent higher education programs (approved by management).
- Company gatherings and events.
This job description does not necessarily list all the duties of the position. You may be asked to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time. This job description is not a contract for employment, and neither you nor Legacy Financial Group may terminate their employment at any time, for any reason.
Office Hours:
- Monday - Thursday: 8am - 5pm
- Friday: 8am - 4pm
Job Type: Full-time
Pay: $19.00 - $21.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
