Job Description
Job Description
Do you love working with people? Are you an organized multitasker with a passion for providing excellent customer service?
Do you thrive in a fast-paced environment where no two days are the same?
We’re looking for a dedicated Client Services Specialist to join our growing team!
If you have hospitality experience, hotels, restaurants or client facing roles you will appreciate the stability of this schedule while still being able to Interact with people every day!
Retirement Prosperity Group & Prosperity Advisers LLC is located in Fort Washington, PA. We are professional, customer-centric, fast-paced and our goal is to help clients grow their wealth and achieve their dreams through holistic planning. We are by far the best at what we do in terms of alternative investments for clients and client care.
Our work environment includes:
- Modern office setting
- Growth opportunities
Job Overview
We are seeking a highly organized and detail-oriented individual to join our team as a Client Services Specialist. As the first point of contact for our company, you will play a crucial role in creating a positive and welcoming experience for our clients and visitors.
Duties
- Greet and welcome clients and visitors with a friendly and professional demeanor
- Make introductions for clients to trusted CPAs, Estate Planning Attys and Healthcare professionals
- Answer phone calls and direct them to the appropriate person or department
- Assist with general administrative tasks such as filing, data entry, and project coordination
- Address client service needs with Schwab
- Provide clerical support to various departments as needed
- Assist with scheduling appointments and meetings
Experience
- Previous experience in servicing clients or guests preferred (Could be at a similar firm, a Bank, Banquet position, Restaurant, Law Firm, etc.)
- Strong organizational skills with the ability to multitask and prioritize tasks effectively
- Excellent phone etiquette and communication skills
- Solid experience using Microsoft Office (Word and Excel)
- Ability to maintain confidentiality and handle sensitive information with discretion
- Proactive problem-solving skills and attention to detail
If you are a self-motivated individual who thrives in a fast-paced environment, we would love to hear from you. Join our team as the Director of First Impressions and make a lasting impact on our clients' experience.
Company DescriptionWe are a financial services and Advisory Firm we manage client assets and grow their wealth. We are a Fiduciary based firm which means we set up our firm to put clients needs above our own. We are a conservative company with clients who have a high expectation for professionalism. If you google our company you can see the images of the space we work in.
Our clients range from age 25 to 90. We are a boutique firm that offers very personalized service looking for a new team member as we continue to expand. This is not a sales position. We do not have any sales positions.
Company Description
We are a financial services and Advisory Firm we manage client assets and grow their wealth. We are a Fiduciary based firm which means we set up our firm to put clients needs above our own. We are a conservative company with clients who have a high expectation for professionalism. If you google our company you can see the images of the space we work in. \r\n\r\nOur clients range from age 25 to 90. We are a boutique firm that offers very personalized service looking for a new team member as we continue to expand. This is not a sales position. We do not have any sales positions.