What are the responsibilities and job description for the Front Desk Client Concierge position at Inspire Confidence Group - Ameriprise Financial?
Position Description & Summary of Role:
Step into a purpose driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced – and friendly –financial planning team by assisting in daily business functions, delivering a remarkable client experience that inspires confidence, simplifies life, and reduces stress for clients and team members. Inspire Confidence Group has a trusting environment that is focused on leadership and results.
This role works closely with both the operations and advice teams to provide a premiere level client experience and support the daily functions necessary for team success such as compliant mail and funds processing and resolving basic client needs
Administrative:
- * Greet clients upon arrival and extend elite level of hospitality to clients
- * Answer and field client phone calls
- * Process Mail and Funds compliantly
- * Manage and resolve basic client service needs
- * Schedule client appointments and maintain the team calendar
- * Process business applications through an internal electronic system
- * Make brief notes each day in CRM concerning client calls, follow up, and tasks.
- * Assist with various tasks throughout the day
- * Communicate issues to Leaders and provide feedback they can act upon
Key Traits of Success: Strong organizational and computer skills * Attention to detail and organization * Effective communication with clients and other advisors/team members * Effective and efficient time management * Polite and clear phone manner * Ability to multi-task * Adaptive mindset * Positive attitude and sincere willingness to constantly learn and grow
Proficiency in Microsoft Word and Excel as well is required.
Job Type: Full-time
Pay: $16.50 - $25.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Tuition reimbursement
Schedule:
- 8 hour shift
Ability to Commute:
- Kingston, PA 18704 (Required)
Ability to Relocate:
- Kingston, PA 18704: Relocate before starting work (Required)
Work Location: In person
Salary : $17 - $25