Concierge Call Representative

Join Our Growing Team!

Are you ready to take the next step in your career with a firm that values both professionalism and people? Our financial services firm is expanding, and we’re looking for a motivated team player to grow with us.

What We’re Looking For:

• Reliable and detail-oriented with a positive, can-do attitude
• Strong communication skills and a professional presence
• Motivated to learn, contribute, and collaborate in a team setting

Why Join Us:
We pride ourselves on creating a welcoming, supportive environment where both our clients and our team members feel valued. This is an in-office role , perfect for someone who thrives in a collaborative, face-to-face setting.

If you’re ready to bring your skills and energy to a firm that combines professionalism with a friendly atmosphere, we’d love to meet you!

Duties & Responsibilities:

• Review and process incoming paperwork to respective accounts
• Maintain Electronic Filing Systems
• Work closely with Executive Management to work on projects
• Perform other general clerical duties as assigned
• Dependable -- more reliable than spontaneous
• People-oriented - enjoys interacting with people and working on group projects
• Adaptable/flexible - enjoys doing work that requires frequent shifts in direction
• Achievement-oriented - enjoys taking on challenges, even if they might fail
• Autonomous/Independent - enjoys working with little direction

Job Requirements:

• Customer Service Experience (1 Year)
• Professionalism is a must
• Strong written and oral communication
• Strong customer service experience including in-person, inbound, and outbound phone calls
• Advanced computer skills
• Proficient in Microsoft Office (including Word and Excel), Adobe, and Google Suite

Job Type: Full-time

Pay: $20.00 - $23.00 per hour

Benefits:

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

Work Location: In person