Job Description

Job Description

Job Description

We are looking for a highly organized, proactive, and personable professional who enjoys creating seamless experiences in a dynamic office setting. We need someone who enjoys making meaningful connections with people while ensuring an office runs smoothly. Our team is looking for an outstanding Client Concierge .

This is not your typical receptionist. We have the highest standards and expectations. This role entails developing and analyzing client reports, management of multiple software services, and the capacity to understand financial frameworks. Interest in finance is a must. Degree is not required but highly recommended. 

About Us:
Journey Financial, Inc. is a dynamic and client-focused financial firm committed to delivering exceptional service and personalized experiences. As the Client Concierge , you will be the face of our office—greeting clients, managing schedules, and ensuring operations flow seamlessly.

Key Responsibilities:

Office & Administrative Support:

· Act as the first point of contact for clients and visitors, ensuring a welcoming and professional environment.

· Maintain the office’s organization, appearance, and overall atmosphere.

· Manage calendars, schedule appointments, and coordinate daily office operations throughout multiple platforms. 

· Process client paperwork, handle mail, and oversee shipping tasks.

 

Client Engagement & Support:

· Assist clients with inquiries and direct them to Advisors as needed.

· Look for meaningful ways to engage with clients, creating a memorable experience.

· Assist with beneficiary updates, address/email changes, and online account access.

 

 

Other Daily & Weekly Operations:

· Open and close the office, ensuring everything is set up for a productive day.

· Answer phones, check voicemails, and handle messages professionally.

· Monitor office emails and follow procedure for important documents.

· Maintain a pleasant environment for clients.

· Assist in scheduling, confirming, and preparing for client meetings.

· Support compliance documentation and annual client service tasks

· Support staff and marketing during client events and special occasions.

 

Who You Are:

· Relentless in the Pursuit of Greatness, highly organized with excellent attention to detail.

· Passionate about helping others, personable and professional with strong communication skills.

· Education Focused, open to new opportunities and solutions to unique problems. 

· Tech-savvy , comfortable using scheduling tools, CRM systems, email management, and printing and shipping.

· A proactive problem-solver who can identify and solve issues in a client-facing role.

· Team-oriented , able to collaborate effectively with Advisors and staff.

 

What We Offer:

· A positive and professional work environment.

· Competitive compensation and benefits.

· Growth opportunities within the company.

· The chance to make a real impact on clients’ experiences.

If you’re looking for a role where you can blend administrative excellence with meaningful client interactions, apply today!

Job Tags

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