What are the responsibilities and job description for the Client Concierge - RIA Firm - Overland Park, KS position at Advisor Employee Services?
Client Concierge
Want to join a growing organization in the finance world? We are a growth-oriented firm where the sky is the limit when it comes to career advancement! Key attributes of a Client Concierge are an outstanding look on life, high energy, a positive attitude, and being very eager to learn!
Here are a few key benefits that come along with a career with Retirement Solutions Group:
- Generous Paid Time Off
- Subsidized Health insurance
- Dental Insurance
- Vision Insurance
- Accident/Hospital Insurance
- Identity Theft Insurance
- Legal Insurance
- Pet Insurance
- 401(k)
- 401(k) matching
- Company Paid Life Insurance
- Health savings account
- Flexible spending account
- Employee assistance program
- Paid training
- Quarterly Bonus Program
- Monthly Lead Bonus Program
- Client Referral Bonus Program
- New Employee Referral Bonus Program
- Clothing allowance after 90 days
- Regularly Scheduled Team Building & Professional Development Events
- Individual professional development and ongoing education (Strategic Partner Conferences and classes, continuing education, leadership development)
- Annual Team Trip Incentive
- Complimentary PTO awarded for working marketing events outside of normal business hours
- Paid volunteerism during work hours
- Quarterly Charity Drive (RSG Cares)
- Upscale work environment
- Flexible break and lunch times
- Work Anniversary and Birthday gifts
- Company provided snacks and coffee
- Upscale client events and guest speakers
ESSENTIAL DUTIES & RESPONSIBILITIES
·Follow-up with clients weekly throughout the process & prioritize day-to-day tasks
·Work closely with advisors and other team members to create an outstanding experience for prospects and clients
·Keep the Calendar (Outlook) CRM (Salesforce) systems up to date
EDUCATION AND/OR EXPERIENCE
·Bachelor’s Degree
KNOWLEDGE, SKILLS, AND ABILITIES
·Highly personable with a fantastically optimistic outlook on work and life
·Remarkable organizational and project management skills
·Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail
·Excellent communicator with the clients and staff
·Desire to work as a team with a result-driven approach
·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.
·Highly proficient in MS Office Suite
The Retirement Solutions Group Philosophy
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.”
Our Core Values
WE WILL…
· Be passionate and make a positive impact on the lives of our clients, team members and community, while partnering to achieve their goals.
· Be proactive by continuously learning and constantly striving to understand the current and future needs of our client’s and team members.
· Be consistent in our follow through by doing what we promised in an efficient and expedient manner.
· Exceed expectations by implementing innovative and thoughtful actions for our clients and team members, creating a best-in-class experience.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Classification: Exempt
Reports to: CEO/COO/Director of Marketing
Job Type: Full-time
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
Hours:
- Monday-Friday 8am-5pm or 9am-6pm
- Must be available for occasional evening and weekend 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 we 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!
Salary : $40,000 - $48,000
