Financial Services Client Concierge & Relations Pro

CMC Consultants, Inc.; Chicago (IL); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

Pretax commuter benefits

Job summary

A financial services club is seeking a dedicated professional to provide exceptional concierge services and build lasting client relationships. Responsibilities include managing client interactions in Salesforce, troubleshooting accounts, and participating in training sessions. Ideal candidates are college graduates with experience in financial services or hospitality and a passion for client service. Comprehensive benefits are offered.

Qualifications

• College graduate, ideally with financial services or hospitality internships.
• Ability to excel in a team-oriented financial service environment.
• Proficient in Salesforce or other CRM systems.

Responsibilities

• Participate in training sessions and meetings to enhance knowledge.
• Maintain accurate records of client interactions in Salesforce.
• Assist clients with account troubleshooting and inquiries.

Skills

Client service skills

Salesforce proficiency

Organizational skills

Education

College degree with financial services/hospitality

Job description

A financial services club is seeking a dedicated professional to provide exceptional concierge services and build lasting client relationships. Responsibilities include managing client interactions in Salesforce, troubleshooting accounts, and participating in training sessions. Ideal candidates are college graduates with experience in financial services or hospitality and a passion for client service. Comprehensive benefits are offered.