Peak Financial Freedom Group
Client Service Specialist / Office Assistant
Peak Financial Freedom Group, Roseville, California, United States, 95678
Job DescriptionJob Description
Title:
Client Service SpecialistStatus : Part Time (Flex Schedule) / Full Time with Benefits & 401KHours : Monday thru Friday 9:00am – 5:30pmPotential Incentives : Time Off, Sporadic Shortened Friday Hours, Bonuses, Work Hard/Play Hard Work Life BalanceDO NOT CALL PLACE OF BUSINESS AS YOU WILL BECOME DISQUALIFIED
Essential Duties and Responsibilities
Answering the phone, screening calls and transferring calls appropriately
Conducting business in a service orientated manner that is attentive, respectful, friendly and kind when serving clients and colleagues
Maintaining relationships with clients, prospects, vendors, venues, and other business partners
Running office errands, ordering office supplies and kitchen inventory
Supporting the Servicing/Processing Department and Marketing Department with clerical errands and tasks such as but not limited to, preparing for monthly large business events, quarterly client events, and handling of sensitive client material
Scheduling/confirming appointments for prospects and clients, promptly entering sensitive client information and data into database
Greeting clients, offering a beverage upon arrival, preparing cookies for appointments
Cleaning up and maintaining conference rooms for client meetings, maintaining kitchen and copy room
40 wpm certification
Assisting in preparation / attending evening Dinner Seminars at High-End restaurants 4-6 times / Month (Additional Compensation)
Education and Experience
High School diploma required – college education preferred
Knowledge of computers and applications such as Microsoft Outlook, Excel and Office
Knowledge of customer service principles and practices
Minimum of 2 years of experience in office environment
Key Competencies
Exceptional interpersonal and written communication skills
Professional personal presentation
Customer service orientation
Initiative and reliable
Analytical and innovative problem-solver
Highly organized and detail-oriented
Company DescriptionPeak Financial Freedom Group is a fast growing financial planning firm in Roseville, CA. The co-founders of the company have over 50 years of experience in the financial industry, are Amazon best-selling authors, hosts of their own radio show, and hosts of their own television show, heard/seen every week. Peak works closely with retirees and pre-retirees in the community to develop and design personal written comprehensive retirement income plans that protect and grow the clients' assets to create dependable income and avoid unnecessary risks. Peak is looking for individuals who are driven, committed and have a great work ethic. Due to the growth of our company, the possibility for advancement will be available to those who show dedication and excel at their position.Company DescriptionPeak Financial Freedom Group is a fast growing financial planning firm in Roseville, CA. The co-founders of the company have over 50 years of experience in the financial industry, are Amazon best-selling authors, hosts of their own radio show, and hosts of their own television show, heard/seen every week. Peak works closely with retirees and pre-retirees in the community to develop and design personal written comprehensive retirement income plans that protect and grow the clients' assets to create dependable income and avoid unnecessary risks. Peak is looking for individuals who are driven, committed and have a great work ethic. Due to the growth of our company, the possibility for advancement will be available to those who show dedication and excel at their position.
Title:
Client Service SpecialistStatus : Part Time (Flex Schedule) / Full Time with Benefits & 401KHours : Monday thru Friday 9:00am – 5:30pmPotential Incentives : Time Off, Sporadic Shortened Friday Hours, Bonuses, Work Hard/Play Hard Work Life BalanceDO NOT CALL PLACE OF BUSINESS AS YOU WILL BECOME DISQUALIFIED
Essential Duties and Responsibilities
Answering the phone, screening calls and transferring calls appropriately
Conducting business in a service orientated manner that is attentive, respectful, friendly and kind when serving clients and colleagues
Maintaining relationships with clients, prospects, vendors, venues, and other business partners
Running office errands, ordering office supplies and kitchen inventory
Supporting the Servicing/Processing Department and Marketing Department with clerical errands and tasks such as but not limited to, preparing for monthly large business events, quarterly client events, and handling of sensitive client material
Scheduling/confirming appointments for prospects and clients, promptly entering sensitive client information and data into database
Greeting clients, offering a beverage upon arrival, preparing cookies for appointments
Cleaning up and maintaining conference rooms for client meetings, maintaining kitchen and copy room
40 wpm certification
Assisting in preparation / attending evening Dinner Seminars at High-End restaurants 4-6 times / Month (Additional Compensation)
Education and Experience
High School diploma required – college education preferred
Knowledge of computers and applications such as Microsoft Outlook, Excel and Office
Knowledge of customer service principles and practices
Minimum of 2 years of experience in office environment
Key Competencies
Exceptional interpersonal and written communication skills
Professional personal presentation
Customer service orientation
Initiative and reliable
Analytical and innovative problem-solver
Highly organized and detail-oriented
Company DescriptionPeak Financial Freedom Group is a fast growing financial planning firm in Roseville, CA. The co-founders of the company have over 50 years of experience in the financial industry, are Amazon best-selling authors, hosts of their own radio show, and hosts of their own television show, heard/seen every week. Peak works closely with retirees and pre-retirees in the community to develop and design personal written comprehensive retirement income plans that protect and grow the clients' assets to create dependable income and avoid unnecessary risks. Peak is looking for individuals who are driven, committed and have a great work ethic. Due to the growth of our company, the possibility for advancement will be available to those who show dedication and excel at their position.Company DescriptionPeak Financial Freedom Group is a fast growing financial planning firm in Roseville, CA. The co-founders of the company have over 50 years of experience in the financial industry, are Amazon best-selling authors, hosts of their own radio show, and hosts of their own television show, heard/seen every week. Peak works closely with retirees and pre-retirees in the community to develop and design personal written comprehensive retirement income plans that protect and grow the clients' assets to create dependable income and avoid unnecessary risks. Peak is looking for individuals who are driven, committed and have a great work ethic. Due to the growth of our company, the possibility for advancement will be available to those who show dedication and excel at their position.