What are the responsibilities and job description for the Client Services Associate position at Family Wealth Strategies?
About the Role:
We are seeking a reliable and detail-oriented receptionist to join our Financial Planning firm. The ideal candidate will have a strong passion for client satisfaction, excellent communication skills, and a minimum of 2 years of office/administrative experience.
Key Responsibilities:
- Handling phone calls and greeting clients in a professional manner
- Managing calendars, databases, and filing systems
- Recording client interactions and maintaining accurate records
- Ensuring vendor supplies are stocked for client meetings
- Providing excellent customer service and support to clients and team members
Benefits and Perks:
- Health Insurance
- 401k
- PTO
Work Schedule:
- Monday - Friday: 8:00 am – 5:00 pm
