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Front Office Associate

EFS Group Wealth Management
Sioux, IA Full Time
POSTED ON 6/12/2024
Company Description
EFS Group Wealth Management offers retirement planning and financial strategies to help individuals achieve their goals. With a focus on building relationships and understanding the unique needs of each client, EFS Group provides customized investment plans based on well-researched strategies. The company values open and transparent communication with clients and strives to provide suitable and appropriate advice.

Role Description
This is a full-time on-site role for a Front Office Associate at EFS Group Wealth Management located in Sioux City, IA. The Front Office Associate will be responsible for phone etiquette, receptionist duties, customer service, and check-in procedures. Effective communication skills and attention to detail are essential for this role.

Qualifications
  • Phone etiquette, receptionist duties, and customer service skills
  • Experience with check-in procedures
  • Excellent communication skills
  • Attention to detail
  • A friendly and professional demeanor
  • Ability to work well in a team
  • Prior experience in a financial services or customer service role is a plus
  • High school diploma or equivalent

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