Customer Experience Associate

Elite Income Advisors; Baltimore (MD); On-site; USD 37,900 - 51,200; Full time

Benefits offered by this job

Career Growth Opportunities

Learning and Development Programs

Supportive Team Environment

Job summary

A leading firm in financial planning seeks a Customer Experience Associate to be the first point of contact for clients. This essential role involves greeting visitors, managing inquiries, and supporting office operations. Ideal candidates are outgoing and detail-oriented, ready to contribute to an enthusiastic team dedicated to enhancing client experiences.

Qualifications

• Vibrant, outgoing personality with a passion for building relationships.
• Previous experience with CRM platforms is essential.
• Dependable and punctual with a professional demeanor.

Responsibilities

• Greet visitors and ensure they are connected with the right services.
• Manage incoming communications and provide detailed service information.
• Assist with scheduling and maintaining a tidy reception area.

Skills

Personality

Attention to Detail

Communication

Tech-savvy

Tools

CRM platforms

Job description

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As our Customer Experience Associate, you'll be the first point of contact and the lasting impression for our clients and visitors. Your primary role will be to greet, assist, and provide a warm welcome to clients, setting the tone for their experience with Elite Income Advisors. This position is perfect for someone who loves interacting with people and wants to be part of a supportive team where your role is key to our collective success.

Primary Responsibilities:

• Client Interaction: Greet all visitors with a friendly, inviting demeanor and ensure they are connected with the right services.
• Communication Hub: Manage incoming calls, emails, and in-person queries and provide detailed information about our services to enhance client understanding and satisfaction.
• Administrative Support: Assist with scheduling appointments, managing daily office operations, and maintaining a tidy reception area to uphold our firm’s professional image.
• Client Experience: Enhance client interactions by ensuring a smooth, personable, and efficient communication flow from the front desk.

Qualifications and Skills:

• Personality First: A vibrant, outgoing personality with a passion for building relationships. We believe in hiring for character and training for skills!
• Experience: Previous experience with CRM platforms is essential for success in this role.
• Attention to Detail: Keen attention to detail and the ability to organize and prioritize tasks efficiently.
• Tech-savvy: Comfortable with office technology and software to keep our front desk operations running smoothly.
• Reliability: Dependable and punctual with a professional demeanor.

Why Join Elite Income Advisors?

• Career Growth: With our firm's rapid growth, you’ll find ample opportunities to advance and expand your role.
• Impact: Your work directly impacts our clients' experience and contributes to their financial security.
• Learning and Development: Gain invaluable experience in the financial services industry with opportunities for ongoing training and personal development.
• Team Environment: Be part of a supportive, enthusiastic team that values each member's contribution and encourages personal growth.

About Elite Income Advisors:

Located in the heart of Ellicott City, MD, Elite Income Advisors is not your average financial planning firm. We are a privately owned, independent powerhouse in financial and retirement planning, wealth management, and insurance solutions, dedicated to providing exceptional financial strategies to clients across all walks of life. Our robust marketing strategies, including an extensive presence on television and radio, digital marketing, and live events, keep our advisors engaged and our clients happy and secure. Join us, and become a part of a team that helps to secure financial futures and makes a genuine difference in the lives of our clients.

• Elite Income Advisors is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

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