What are the responsibilities and job description for the Scheduling Concierge position at SHP Financial?
Job Overview
The purpose of this position is to develop strong relationships with our clients through proactively scheduling their meetings with their Advisor. Must be able to maximize our internal schedule, while accommodating client needs.
Responsibilities:
1. Maintains schedules of 7 producing financial advisors in Microsoft Outlook.
2. Follow SHP Script and Processes of best times to schedule and document accordingly.
3. Schedule all client reviews and meetings proactively.
4. Prioritize client meetings as needed.
5. Assist team in auditing scheduling processes and maximizing scheduling efficiencies.
Requirements
· Ability to motivate clients to set appointments
· Ability to prioritize and manage time
· Attention to detail and accuracy
· Consistent follow-through
· Excellent communication skills, both written and oral
· Demonstrates persistence to achieve quality
· Need a strong appreciation of the importance of completing tasks on deadline
· Proficient phone skills
· Experience working in a fast-paced environment
· Working knowledge of computers and software
· Ability to multi-task
Personal Skills
· Desire to build relationships with people
· Pleasant disposition, exceptional phone skills, warm & welcoming personality
· Persuasive, yet flexible
· Highly organized
· Friendly and calm on busy/stressful days
Join our team as a Concierge where you can make a meaningful impact on client experiences while working in a financial setting.
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Bereavement leave
- Dental insurance
- Disability insurance
- Free parking
- Happy hour
- Health insurance
- Health savings account
- Life insurance
- On-the-job training
- Opportunities for advancement
- Paid sick time
- Paid time off
- Unlimited paid time off
- Vision insurance
- Volunteer time off
- Wellness program
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Experience:
- Customer service: 1 year (Required)
- Appointment scheduling: 1 year (Required)
- Computer skills: 1 year (Required)
Ability to Commute:
- Plymouth, MA 02360 (Required)
Ability to Relocate:
- Plymouth, MA 02360: Relocate before starting work (Required)
Work Location: In person
Salary : $45,000 - $55,000