RECEPTIONIST and CLIENT CARE REPRESENTATIVE

Job Description

Job Description

RECEPTIONIST and CLIENT CARE REPRESENTATIVE

Location: Scottsdale, AZ (On-site)

Employment Type: Temporary-to-Permanent after 13 weeks

Compensation : Start at $24-$26/Hr or $50,000 - 55,000/year with future incentive plan to be

further discussed

Position Summary:

As a Receptionist and Client Care Representative, your role is to be the welcoming face for the

clients with a mission is to ensure our clients feel seen, heard, and protected. While you will

manage financial portfolios, your " North Star" is the client relationship. You aren’t just

managing assets; you are managing the transition into a client’s golden years, providing a

steady hand through life’s most significant changes. Your role is an essential part of maintaining

smooth daily operations in a busy, team-oriented environment.

In our Scottsdale office, you will serve as a dedicated concierge for our families, ensuring that

every interaction with our firm is marked by warmth, clarity, and proactive care.

Responsibilities:

 Greet and warmly welcome clients upon arrival

 Answer inbound calls with patience and professionalism

 Assist clients with forms and respond to their questions

 Manage appointment scheduling and send reminder calls

 Communication: Support email management and clear communication

 Client Check-in: Update staff promptly upon client arrival

 Maintain reception area: Maintain a clean, calm, and inviting reception area

 Collaborate with internal team: (15+ members) to ensure seamless client service

 Assist clients weekly during in-person interactions

 Additional tasks: various other tasks may be assigned as part of a cooperative team

Duties and Roles:

 Relationship Stewardship: Serve as the primary point of contact, building deep, multi-

generational relationships that go beyond balance sheets.

 Proactive Outreach: Maintain a high-touch communication calendar, reaching out to

clients not just for market updates, but for birthdays, anniversaries, and "just because"

check-ins.

 Onboarding Excellence: Guide new clients through the transition to our firm with a

concierge approach, making complex paperwork feel seamless and stress-free.

 Family Wealth Coordination: Facilitate Family Legacy meetings to help clients

communicate their financial wishes to their adult children and heirs.

 Educational Advocacy: Host small-group workshops and client appreciation events

designed to empower retirees with knowledge and community.

 Crisis Support: Act as a calm, empathetic resource for clients navigating difficult life

events, such as the loss of a spouse or a health crisis, ensuring their financial plan adapts

to their new reality.

Required Qualifications and Skills :

 Experience: 3–5+ years of experience in financial services, specifically within a fiduciary

or RIA environment and experience in medical office, insurance.

 Credentials:

o State Life Health Insurance License (Required)

o CFP® or RICP® designations are highly preferred.

 Local Market Knowledge: Familiarity with the unique demographic needs of the

Scottsdale/Phoenix, Snowbird and retiree community.

 Software Proficiency: Experience with CRM (SalesForce/Wealthbox/Redtail), Google

Suite(Email, Text, Google Sheets, Document sharing),Electronic phone systems(Vonage,

RingCentral), Virtual Meetings (Zoom, Google Meet) financial planning software

(eMoney/Money GuidePro), and portfolio management tools, Familiar with AI Tools

such(Gemini, Chat GPT)

Core Competencies:

Empathy, The ability to navigate the emotional complexities of aging, grief, and legacy

planning.

Communication, Breaking down complex jargon (like RMDs or sequences of returns) into

simple, actionable advice.

Analytical Rigor, Sharp attention to detail when reviewing tax returns and portfolio

statements.

Integrity, A relentless commitment to the Fiduciary Standard—putting the client’s

interests first, always.

Thank you and we look forward to meeting you!

PrideStaff wants you to Succeed! We have dedicated consultants that provide employment market insights and resources! We offer the support you need along the way. Over the years, we have helped tens of thousands of people find outstanding career growth opportunities. At PrideStaff, we truly value people, and we are dedicated to getting to know you and advocating on your behalf with our network of employers from across the country.

Company Description

PrideStaff wants you to Succeed! We have dedicated consultants that provide employment market insights and resources! We offer the support you need along the way. Over the years, we have helped tens of thousands of people find outstanding career growth opportunities. At PrideStaff, we truly value people, and we are dedicated to getting to know you and advocating on your behalf with our network of employers from across the country.