Client Experience Concierge — Financial Services

Legato Financial Group, Inc.; Orland Park (IL); Presencial; USD 55.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision benefits

401(k) with company match

PTO and paid holidays

Descripción de la vacante

Legato Financial Group is seeking an Experience Concierge to be the first point of contact for clients and visitors, ensuring a welcoming, seamless, and professional experience. You will greet clients, coordinate hospitality services, and provide administrative support across teams.

The role focuses on maintaining a professional atmosphere, handling schedules, and assisting with client events while upholding Legato’s commitment to exceptional client service.

Formación

• High school diploma or equivalent.
• At least two years of experience in an administrative/hospitality role.
• Excellent verbal and written communication skills.
• Professional demeanor, strong customer service orientation, and attention to detail.
• Ability to handle multiple priorities calmly and efficiently.
• Proficiency with Microsoft Office Suite and comfort learning internal systems.
• Proactive mentality with positive attitude and consistent follow-through.
• Ability to problem solve and complete tasks with little or no supervision.

Responsabilidades

• Greet and assist clients, guests, and vendors promptly and professionally upon arrival.
• Coordinate hospitality services, including maintaining the reception area, offering refreshments, and anticipating client needs during visits.
• Manage check‑in/check‑out processes.
• Support client meeting preparation by confirming room readiness, organizing materials, and coordinating technology needs.
• Provide administrative support including scheduling, data entry, and client communication follow‑ups.
• Respond to client inquiries in person, via phone, or electronically with courtesy and accuracy, escalating as needed.
• Assist Marketing and Events Team by executing 2+ evening advisor events per month.

Conocimientos

Verbal communication

Written communication

Customer service

Attention to detail

Multi-tasking

Educación

High school diploma or equivalent

Herramientas

Microsoft Office Suite

Descripción del empleo

Legato Financial Group is seeking an Experience Concierge to be the first point of contact for clients and visitors, ensuring a welcoming, seamless, and professional experience. You will greet clients, coordinate hospitality services, and provide administrative support across teams.

The role focuses on maintaining a professional atmosphere, handling schedules, and assisting with client events while upholding Legato’s commitment to exceptional client service.