Client Concierge & Outreach Specialist

The JOY FM; Augusta (ME); On-site; USD 2,066,000 - 2,755,000; Full time

Job summary

The JOY FM is seeking a professional receptionist/phone manager to greet clients, route calls, and maintain accurate records. You will schedule and confirm appointments, conduct outbound outreach to leads, and support Advisors with calendar management.

Ideal candidates have strong communication, organizational skills, and experience with CRM systems. This role emphasizes confidentiality, reliability, and a client‑centered approach in a dynamic financial services environment.

Qualifications

• Professional phone manner and clear speech.
• Excellent organizational skills and attention to detail.
• Ability to multitask and manage competing priorities.
• Strong written and verbal communication skills.
• Comfort with CRM systems and database management.

Responsibilities

• Handle incoming calls and route to appropriate staff.
• Maintain accurate call logs and message records.
• Screen calls for priority and urgency.
• Lead client and prospect outreach to schedule discovery meetings.
• Coordinate appointments using company scheduling systems.
• Confirm appointments by phone or email 24 hours in advance.
• Greet clients and maintain a welcoming waiting area.
• Answer common questions about services and firm philosophy.
• Document responses in the database and update prospect status.

Skills

Phone etiquette

Organization

Communication

Multitasking

Listening

Data entry

Tools

CRM systems

Job description

The JOY FM is seeking a professional receptionist/phone manager to greet clients, route calls, and maintain accurate records. You will schedule and confirm appointments, conduct outbound outreach to leads, and support Advisors with calendar management.

Ideal candidates have strong communication, organizational skills, and experience with CRM systems. This role emphasizes confidentiality, reliability, and a client‑centered approach in a dynamic financial services environment.