Financial Services Receptionist & Client Concierge

Oakland University; Michigan; On-site; USD 35,000 - 45,000; Full time

Job summary

A reputable financial advisory firm is seeking a proactive and organized Receptionist to enhance client experience. Candidates should have excellent communication skills, office support experience, and proficiency in Microsoft Office. This pivotal role involves managing client interactions, scheduling, and maintaining office standards. Competitive pay and a professional work environment are offered.

Qualifications

• Previous experience in a receptionist role; financial services experience preferred.
• Exceptional verbal and written communication skills required.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Greet clients and visitors with warmth and professionalism.
• Manage multiple calendars for advisors and staff.
• Answer multi-line phones and relay messages promptly.

Skills

Verbal communication

Organizational skills

Attention to detail

Multitasking

Tools

Microsoft Office Suite

Financial CRM systems

Job description

A reputable financial advisory firm is seeking a proactive and organized Receptionist to enhance client experience. Candidates should have excellent communication skills, office support experience, and proficiency in Microsoft Office. This pivotal role involves managing client interactions, scheduling, and maintaining office standards. Competitive pay and a professional work environment are offered.