Client Concierge
As a requirement of our application process, please copy and paste the following link into a separate browser to complete a 10 minute survey: (link removed)
BE A PART OF A GROWING BUSINESS
Our financial firm prides itself on providing an outstanding client and team member experience! We are an independently owned comprehensive financial services company that is focused on being the most trustworthy source of financial planning advice.Putting client needs first is deeply rooted in our culture and at the core of everything we do. At Sterling Financial Partners, we treat each client like part of the family and strive to always offer the highest possible level of service. Our commitment to our clients is unparalleled and has resulted in tremendous and rapid growth.
That is where you come in!
- If you have a background in banking, finance, accounting or retirement services...
- If your closest friends would describe you as optimistic, organized and a superior multi-tasker...
- If you enjoy meeting new people, building relationships and working as an integral part of a team...
- If you are the type of person that simply must see a task through to completion, then we want to hear from you!
You may be a great fit as a Client Service Concierge. At Sterling Financial Partners, YOU can make a direct impact on our clients financial freedom and the continued success of the business.
In providing excellent client service you will:
- Prioritize day-to-day tasks and issues
- Operate with a proactive approach toward advisors & clients
- Be cross trained in processing both new business applications and service requests
- Follow-up on pending business with clients including resolving issues
- Work closely with advisors and other client service team members
- Respond to client inquiries
Requirements
Ideal candidate will have:
- A positive attitude, desire to be part of a team and the ability to place a high emphasis on client service
- Strong organizational skills and attention to detail
- Ability to complete important client applications
- Ability to demonstrate persistence and follow through to achieve quality
- Excellent communication - both verbal and written
- Self-directed initiative
- Sense of urgency
- Bachelor's degree, preferably in Business or Finance (preferred, not required)
- Strong computer skills
- Previous work experience in Financial industry (preferred, not required)
As a requirement of our application process, please copy and paste the following link into a separate browser to complete a 10 minute survey: (link removed)
Benefits
BUT its not all about us it's also about what we would like to offer you!
Everyone is an important member of our team. For the right person, we are offering the opportunity to learn. And to develop in a professional environment where there is great opportunity for advancement. Our rapidly growing financial firm is setting trends in terms of the way we grow our business, and the results speak for themselves.We offer outstanding service to our clients and prospects. But we dont stop there. We also provide competitive compensation and benefits to our team including Bonus potential, Health, Dental, and 401K with a company match.
We certainly recognize that our team members are what make our continued growth possible.
Be sure to visit our website at (link removed) to find out about us and what we do. We want to hear from you!
Keywords: Administrative, Marketing, Customer Service, Office, Associate, Support, Specialist, Operations, Assistant