Receptionist

West Advisory Group; Erie (Erie County); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan and profit sharing

Paid Time Off (PTO)

Job summary

A local financial firm is seeking a First Impressions/Client Service Coordinator in Erie, PA. The ideal candidate will excel in customer service, manage client appointments, and assist with various administrative tasks. Candidates should possess a high school diploma and at least one year of office experience, preferably in the financial sector. This full-time position offers a salary between $30k-$40k based on experience, alongside medical benefits and a 401(k) plan.

Qualifications

• 1+ years’ experience in a busy office environment.
• Prior experience in the financial industry is a plus.
• Skilled in building strong, trust-based relationships with clients.

Responsibilities

• Answer phones and greet clients in a friendly manner.
• Manage advisors’ calendars, including appointment scheduling.
• Maintain the firm’s CRM system through accurate data entry.
• Coordinate seminar pre-registration processes.

Skills

Customer service

Organizational skills

Communication

Attention to detail

Initiative

Education

High school diploma

Job description

First Impressions/Client Service Coordinator

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our financial firm West Advisory Group in Erie, PA is looking for a strong First Impressions/Client Service Coordinator. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long‑term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!

What you’ll do

• Answer phones and greet clients in a friendly, positive, and warm manner
• Manage advisors’ calendars, including appointment scheduling and rescheduling
• Order front office supplies and keep track of inventory
• Complete and process new client applications
• Assist clients with issues and account inquiries
• Maintain the firm’s CRM system through accurate data entry and database management
• Handle the setup, closure, and transfer of client accounts accurately and efficiently
• Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests
• Coordinate seminar pre‑registration processes and provide onsite assistance during client events
• Assist the team with various administrative duties and tasks

What We’re Looking For

• High school diploma
• 1+ years’ experience in a busy office environment
• Prior experience in the financial industry is a plus
• Embraces change and adapts quickly to evolving processes
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time‑sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust‑based relationships with clients by providing attentive, personalized service and guidance
• Self‑starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

What You’ll Get

• $30k/year – $40k/year based on experience + bonus potential
• Medical, dental, and vision insurance
• 401 (k) plan and profit sharing after 1 year of employment
• PTO

Schedule

In office: Monday – Friday, 8:30 am – 5:00 pm

Some evenings are required for client events