Receptionist & Client Care representative

Client Care Representative And Receptionist

Position Summary As a Client Care Representative and Receptionist, 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
• Support email management and clear communication
• Update staff promptly upon client arrival
• Maintain a clean, calm, and inviting reception area
• Collaborate with internal team to ensure seamless client service
• Assist clients weekly during in-person interactions
• Various other tasks may be assigned as part of a cooperative team
• Serve as the primary point of contact, building deep, multi-generational relationships that go beyond balance sheets.
• Maintain a high-touch communication calendar, reaching out to clients not just for market updates, but for birthdays, anniversaries, and "just because" check-ins.
• Guide new clients through the transition to our firm with a "concierge" approach, making complex paperwork feel seamless and stress-free.
• Facilitate "Family Legacy" meetings to help clients communicate their financial wishes to their adult children and heirs.
• Host small-group workshops and client appreciation events designed to empower retirees with knowledge and community.
• 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 & Skills

• Experience: 35+ years of experience in financial services, specifically within a fiduciary or RIA environment and experience in a medical office, insurance.
• Credentials: State Life & Health Insurance License (Required). 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,GoodgleSheets,Document sharing), Electronic phone systems(Vonage, RingCentral), Virtual Meetings (Zoom,GoogleMeet) financial planning software (eMoney/MoneyGuidePro), and portfolio management tools, Familiar with AI Tools such(Gemini,ChatGPT)

Core Competencies

Competency - Description

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 Standardputting the client's interests first, always.

Compensation / Pay Rate (Up to): $24.00 - $26.00 Per Hour