Job Summary:
The Client Relations Specialist serves as the first point of contact for clients and visitors at our financial advisory firm. This role is responsible for creating a welcoming environment, providing exceptional customer service, managing front desk operations, and supporting the administrative functions of the office. The ideal candidate is professional, organized, and comfortable working in a client-focused, confidential setting.
Key Responsibilities:
• Greet clients and visitors in a professional and friendly manner
• Answer incoming calls, direct calls appropriately, and take messages
• Maintain cleanliness and organization of the reception area and conference rooms
• Process and distribute incoming and outgoing mail and packages
• Support financial advisors and office staff with administrative tasks and projects
• Maintain confidentiality and uphold compliance standards in handling client information
Qualifications:
• High school diploma or equivalent (Associate’s or Bachelor’s degree preferred)
• Prior experience in a receptionist, front desk, or customer service role (experience in financial services a plus)
• Excellent verbal and written communication skills
• Strong organizational and multitasking abilities
• Professional appearance and demeanor
• Proficient in Microsoft Office Suite (Word, Excel, Outlook); CRM experience a plus
• Ability to maintain confidentiality and handle sensitive client information appropriately
Working Conditions:
• Full-time, Monday through Friday during standard business hours
• Office-based position
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