Client Concierge

Client Concierge

Want to join a growing organization in the finance world? At Retirement Solutions Group in Overland Park, KS, the sky is the limit when it comes to career advancement!

Our Vision

“To be the LAST financial advisor for our client families and be the BEST-IN-CLASS employer for our team members.”

Our Mission

“To advise, inspire, empower, and co-create an exceptional life for our clients, our team members, and their families; now and for the future.”

General Responsibilities:

The Client Concierge will support the entire team but will have significant focus on client experience. The will provides general administrative support to the business such as filing, preparing letters, arranging appointments, managing calendars, answering phones and handling other clerical duties. Additionally, the Client Concierge will assist the department. The Client Concierge must have outstanding personal appearance, be extremely punctual, maintain a great attitude, and be willing to do whatever it takes to make the client experience over the top while maintaining company protocol.

Minimum Requirements:

• Bachelor’s Degree, preferably in Business or Finance
• 3+ years of experience in the financial industry preferred
• Proficient in MS Office Suite
• CRM experience

Core Competencies:

• Strong attention to detail and excellent organizational skills required.
• Must have strong communication skills
• Must be self-motivated and able to prioritize tasks and follow-through.
• Must have the ability to multi-task in a fast paced and deadline driven environment.
• Must be able to maintain professionalism and a positive service attitude at all times.

Position Responsibilities:

• Performs general clerical duties to include but not limited to: copying, scanning, filing, faxing, mail processing and distribution, office cleanliness and client readiness.
• Creates and modifies various documents using Microsoft Office.
• Maintains Outlook calendar(s) in current and accurate status. Confirms client visits.
• Coordinates meetings and conference calls as needed or anticipated.
• Responsible for client experience- includes providing a clean environment that is warm and inviting, providing refreshments as needed and customizing the experience to each client individually as needed.
• Answer phones promptly and uses good judgment to prioritize the distribution of messages in a timely manner.
• Prepares meeting materials and assists with the development of PowerPoint presentations.
• Responsible for keeping inventory of all office supplies and placing orders for replenishment as needed.
• Records minutes at various meetings and archives them accordingly.
• Manages database and software programs
• Performs all other assigned duties.

Salary:

• $40,000-$48,000 per year base plus bonus opportunities

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance
• Annual company incentive trip

Hours:

• Monday-Friday 8am-5pm or 9am-6pm
• Must be available for occasional evening client events (ending around 7:30pm)

Presented by Advisor Employee Services Thank you for your interest in the Client Concierge 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 and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which 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!