Client Experience Professional
3 days ago
Grenier Financial Services is a full-service financial planning and investment firm located in the heart of downtown Springfield, MA. We pride ourselves on listening to our clients' visions and designing customized financial plans that span wealth building, retirement, investment, educational savings, and estate planning.
Job SummaryWe are seeking a Client Experience Specialist to serve as the face of our organization, assisting clients with their calls, questions, and needs. This role requires a team player who supports the team by collecting and preparing essential information for our advisors to deliver value during client planning meetings.
The ideal candidate will possess genuine warmth, a positive can-do attitude, a growth mindset, a strong work ethic, and the adaptability to thrive in a dynamic and multifaceted firm. Attention to detail and the ability to maintain data confidentiality are essential.
Key Responsibilities- Customer Service: Greet visitors and clients, providing a warm and professional first impression. Assist with inquiries and direct them to the appropriate personnel.
- Administrative Support: Provide general administrative support, including answering phones, managing correspondence, and scheduling meetings/appointments.
- Document Management: Maintain and organize office files, both electronic and physical, ensuring they are easily accessible and up-to-date.
- Data Entry: Accurately enter and update data in company databases and systems.
- Meeting Coordination: Prepare meeting rooms, including setting up equipment and providing necessary materials. Take and distribute minutes during meetings.
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