Retirement Solutions Group · 23 hours ago
Client Concierge
Overland Park, KS
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $48K/yrRetirement Solutions Group is a growth-oriented financial firm seeking a Client Concierge to join their passionate and energetic team. The role involves delivering outstanding client experiences by following up with clients, collaborating with advisors, and maintaining organizational systems.
Financial ServicesInsuranceLife InsuranceRetirement
Responsibilities
Follow-up with clients weekly throughout their process & prioritize day-to-day tasks
Work closely with advisors and team members to create an exceptional experience for prospects and clients
Maintain up-to-date Calendar (Outlook) and CRM (Salesforce) systems
Qualification
Required
Bachelor's Degree
Highly personable with a fantastically optimistic outlook on work and life
Strong organizational and project management skills
Innovative problem-solver with meticulous attention to detail
Excellent communicator
Results-driven, team-oriented mindset
Self-motivated and able to prioritize tasks and follow through
Ability to multi-task in a fast-paced, deadline-driven environment
Professionalism and positive service attitude at all times
Highly proficient in MS Office Suite
Preferred
Prior experience in finance or high-level customer service
Familiarity with CRM systems, especially Salesforce
Demonstrated commitment to professional development and ongoing education
Benefits
Generous Paid Time Off
Subsidized health, dental, vision, accident/hospital, identity theft, legal, and pet insurance
401(k) with matching, company-paid life insurance
Health savings account, flexible spending account
Employee assistance program
Paid training, referral program, quarterly/monthly bonus programs
Professional development assistance and continuing education
Regular team building & upscale client events
Paid volunteerism during work hours
Company-provided snacks, coffee, gifts for anniversaries/birthdays
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