Client Concierge

Client Concierge

Want to join a growing organization in the finance world? We are a growth-oriented financial firm in Overland Park, KS 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!

Overland Park, KS

$40,000-$48,000 per year base plus bonus opportunities.

Monday-Friday 8am-5pm or 9am-6pm. Must be available for occasional evening and weekend client events ending around 7:30pm.

• 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 date.

Bachelor’s Degree.

• 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 Suite.

• 401(k) and 401(k) matching
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance