Client Conciergerie

Job Listing: Client Relations, Marketing & Office Assistant

Job Title: Client Conciergerie

Location: Spencer, WI

Company: Financial Clarity by Design, Inc

Job Type: Full-time

Salary: Competitive, based on experience

Benefits: Health insurance, retirement plan, paid time off, group life and DI

Overview: We are seeking a reliable and welcoming individual to join our team. As the first point of contact for our company, you will play a crucial role in creating a positive impression and providing exceptional customer service to our clients and guests. This role is pivotal in managing and coordinating various client events and initiatives. The ideal candidate will thrive in a fast-paced environment, possess excellent multitasking abilities, and have a passion for client service and event planning.

Responsibilities include but are not limited to:

• Client Services & Office Operations:
• Answering the phone as the first point of contact
• Greeting clients and walk-in guests with professionalism
• Assisting clients with appointment scheduling and online account access
• Managing office supplies and inventory. General office maintenance
• Document scanning and data entry as needed. CRM management
• Managing server operations as the main point of contact for IT related issues
• Events Coordination & Marketing:
• Planning and executing various client events & activities
• Decorating for seasonal and special events both indoors and outdoors
• Coordinating holiday gift giving and client thank you gifts
• Organizing promotional items for marketing campaigns
• Creatively managing social media, email marketing & website presence

Qualifications:

• Previous experience in office administration, event planning, or customer service preferred
• Strong organizational and multitasking skills with attention to detail
• Excellent communication and interpersonal abilities
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Ability to work independently and collaboratively in a team environment

If you are a proactive individual who enjoys managing diverse responsibilities in a dynamic environment, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter outlining your qualifications and interest in the position.

Financial Clarity by Design, Inc is an equal opportunity employer committed to diversity and inclusion in the workplace. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Ability to Relocate:

• Spencer, WI 54479: Relocate before starting work (Required)

Work Location: In person