Director of First Impressions

Job Description Insight Global is seeking a warm, professional, and detail-oriented individual to serve as a Director of First Impressions for one of our leading financial clients in Birmingham AL. This role is responsible for creating an exceptional first experience for every client and prospective client who interacts with our firm—whether by phone or in person. As the first point of contact, you will play a critical role in shaping how clients feel about the company from their very first interaction.

Key Responsibilities:

Front Desk & In-Office Experience Greet and welcome all clients and prospective clients with warmth and professionalism Ensure clients are comfortable and cared for upon arrival Prepare meeting rooms and maintain a clean, organized office environment Manage the flow of the office to ensure a smooth and timely experience Phone & Communication Management Answer incoming phone calls promptly and professionally Direct calls to the appropriate team members Take clear and accurate messages when needed Serve as a helpful and knowledgeable first point of contact Scheduling & Coordination (In-Office) Schedule follow-up appointments for clients and prospects before they leave the office Coordinate calendars to ensure efficient scheduling Confirm appointment details and ensure accuracy Office Support & Organization Maintain organization of front office systems and processes Assist with general administrative tasks as needed Support the team during busy periods to ensure a seamless client experience We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

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Insight Global's Workforce Privacy Policy:

https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements

•  2 years of experience working within Office Management, Administration, or Front Desk roles
•  Excellent verbal communication and interpersonal skills
•  Professional presence and positive demeanor
•  Strong organizational skills and attention to detail
•  Technically Savvy
•  Experience working within a financial services firm
•  Experience working with CRM managing client and/or customer information