Client Concierge

Client ConciergeWant to join a growing organization in the finance world? We are a growth-oriented firm where the sky is the limit when it comes to career advancement! Key attributes of a Client Concierge are an outstanding look on life, high energy, a positive attitude, and being very eager to learn!Here are a few key benefits that come along with a career with Retirement Solutions Group:Generous Paid Time OffSubsidized Health insuranceDental InsuranceVision InsuranceAccident/Hospital InsuranceIdentity Theft InsuranceLegal InsurancePet Insurance401(k)401(k) matchingCompany Paid Life InsuranceHealth savings accountFlexible spending accountEmployee assistance programPaid trainingQuarterly Bonus ProgramMonthly Lead Bonus ProgramClient Referral Bonus ProgramNew Employee Referral Bonus ProgramClothing allowance after 90 daysRegularly Scheduled Team Building & Professional Development EventsIndividual professional development and ongoing education (Strategic Partner Conferences and classes, continuing education, leadership development)Annual Team Trip IncentiveComplimentary PTO awarded for working marketing events outside of normal business hoursPaid volunteerism during work hoursQuarterly Charity Drive (RSG Cares)Upscale work environmentFlexible break and lunch timesWork Anniversary and Birthday giftsCompany provided snacks and coffeeUpscale client events and guest speakersESSENTIAL DUTIES & RESPONSIBILITIES·Follow-up with clients weekly throughout the process & prioritize day-to-day tasks·Work closely with advisors and other team members to create an outstanding experience for prospects and clients·Keep the Calendar (Outlook) CRM (Salesforce) systems up to dateEDUCATION AND/OR EXPERIENCE·Bachelor's DegreeKNOWLEDGE, SKILLS, AND ABILITIES·Highly personable with a fantastically optimistic outlook on work and life·Remarkable organizational and project management skills·Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail·Excellent communicator with the clients and staff·Desire to work as a team with a result-driven approach·Must be self-motivated and able to prioritize tasks and follow-through.·Must have the ability to multi-task in a fast paced and deadline driven environment.·Must be able to maintain professionalism and a positive service attitude at all times.·Highly proficient in MS Office SuiteThe Retirement Solutions Group PhilosophyOur Vision"To be the LAST financial advisor for our client families and be the BEST-IN-CLASS employer for our team members."Our Mission"To advise, inspire, empower, and co-create an exceptional life for our clients, our team members, and their families; now and for the future."Our Core ValuesWE WILL...· Be passionate and make a positive impact on the lives of our clients, team members and community, while partnering to achieve their goals.· Be proactive by continuously learning and constantly striving to understand the current and future needs of our client's and team members.· Be consistent in our follow through by doing what we promised in an efficient and expedient manner.· Exceed expectations by implementing innovative and thoughtful actions for our clients and team members, creating a best-in-class experience.Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.Classification: ExemptReports to: CEO/COO/Director of MarketingJob Type: Full-timeSalary:$40,000-$48,000 per year base plus bonus opportunitiesBenefits:401(k)401(k) matchingDental insuranceEmployee assistance programFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offProfessional development assistanceReferral programRetirement planVision insuranceHours:Monday-Friday 8am-5pm or 9am-6pmMust be available for occasional evening and weekend client events (ending around 7:30pm)Presented by Advisor Employee Services Thank you for your interest in the Client Concierge role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Created: 2025-02-04