Director of First Impressions

6 days ago


Baton Rouge, Louisiana, United States Carson Group Holdings, LLC Full time
Job Description

About Us

We are a leading financial services company that prioritizes client satisfaction above all else. Our mission is to provide exceptional value to our clients and to be the most trusted name in financial advice.

Job Summary

We are seeking a highly skilled and experienced professional to join our team as a Director of First Impressions. As the first point of contact for our clients, this role is instrumental in setting the tone for our firm and ensuring a positive experience for all visitors.

Key Responsibilities

  • Greeting and Client Experience
    • Welcoming clients and making them feel comfortable in our office
  • Reception Area Management
    • Ensuring the reception area is clean, presentable, and well-stocked with refreshments and supplies
  • Communication and Administration
    • Answering incoming calls with exceptional customer service and taking messages as needed
    • Confirming meetings with clients 24-48 hours in advance
  • Client Services and Marketing
    • Coordinating marketing services and gifts for clients, including birthdays, anniversaries, and condolences
    • Performing random acts of kindness for clients
  • Calendar Management and Organization
    • Coordinating daily calendars with client appointments
  • Support Services
    • Ordering lunches or arranging dinners for client meetings as needed
    • Assisting the team with expense reporting and travel administration
    • Supporting the team with projects, events, and other duties as needed

Requirements

  • Professional Presentation
    • Polished and professional demeanor at all times
  • Experience and Skills
    • 2-3 years of experience working in a professional office environment
    • Excellent attitude and client service orientation
    • Ability to handle multiple tasks and work in a fast-paced environment
    • Computer literacy and ability to learn new programs
    • Excellent organizational and time management skills
  • Personal Qualities
    • Genuine interest in serving and caring for others
    • Ability to remain flexible in the face of changing priorities

What We Offer

In exchange for your expertise, we offer a competitive salary, bonus potential, 401(k) matching, health benefits, and a great working environment. Our company culture is fast-paced, collaborative, innovative, and focused on healthy living. We strive to promote the health and wellness of our stakeholders by maintaining a tobacco-free workplace.

Equal Opportunity Employer

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age, or any other characteristic protected by law.



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