Retirement Solutions Group · 1 week ago
Client Concierge
Overland Park, KS
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $48K/yrRetirement Solutions Group is a growing financial firm in Overland Park, KS, seeking a Client Concierge to enhance client experiences. The role involves maintaining client relationships, supporting advisors, and ensuring an exceptional service environment.
Financial ServicesInsuranceLife InsuranceRetirement
Responsibilities
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
Qualification
Required
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
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Vision insurance
Company
Retirement Solutions Group
Retirement Solutions Group specializes in retirement planning, financial planning, annuities, and life insurance services.
Founded in 2004
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Alan Becker
Financial Advisor - President and CEO
Company data provided by crunchbase