What are the responsibilities and job description for the Client Experience Specialist position at Fundamental Wealth Designs?
Welcome to_ Fundamental Wealth Designs, situated in the picturesque city of North Oaks, MN. _Here we firmly believe that a prosperous retirement starts by excelling in the fundamentals. By establishing a solid foundation, you can confidently navigate the surprises life may throw your way during retirement, ensuring a secure and well-prepared future.
As the initial touchpoint for our clients, the Client Experience Specialist plays a pivotal role within our team. Key responsibilities encompass delivering concierge service, handling inquiries, and offering comprehensive client support. We seek an ideal candidate who is not only outgoing but also possesses a genuine passion for assisting people. If you enjoy building meaningful relationships with both clients and colleagues, this opportunity is tailored for you.
The salary range for this position: $40,000 - 45,000
Primary Responsibilities:
- Provide concierge service experience to clients including making reservations for events, collecting information, making appointments, follow up with clients.
- Manage live events schedule of 50 events per year, assuring contracts in place, follow-up with vendors, prepare necessary materials.
- Maintain office inventories
- Execute appointment setting process
- Provide superior customer service to both clients and advisors, acting as a trusted point of contact for processing-related inquiries.
Qualifications:
- Bachelor’s Degree in Marketing (preferred)
- Customer Service Experience is required
- Marketing curiosity required
- Excellent communication and interpersonal skills.
- Superior Task Management Skills
- Enthusiasm for working in a smaller family-like environment
What sets Fundamental Wealth Designs apart? We transcend being merely a company; instead, we are a cohesive family of professionals committed to empowering individuals and families on their journey to financial independence. Joining our team means immersing yourself in a nurturing work environment, unlocking opportunities for professional growth, and deriving satisfaction from the knowledge that your contributions directly impact the financial health and well-being of our clients.
We proudly embrace and value diversity in our hiring process, recognizing that a diverse and inclusive team fosters innovation, creativity, and a richer collective experience.
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Schedule:
- Monday to Friday
Work Location: In person
Salary : $40,000 - $45,000