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AF
Anchor Financial
Receptionist
Career Insights for Receptionist
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Based on New Jersey data
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What they do
A Receptionist greets and directs customers or visitors that come in to an office or business, and answers and directs incoming phone calls. Deals with mail or courier services. May schedule appointments or meeting rooms, gather patient information, or assist with filing or other administrative support work.
$38,335 / year median in New Jersey
+6% projected growth
Job Description
Overview We are seeking a motivated and detail-oriented front desk associate to join our dynamic team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met and providing exceptional customer service. Responsibilities Serve as the primary liaison between clients and internal teams, ensuring clear communication and prompt resolution of inquiries. Manage client scheduling and coordinate appointments effectively. Process client service requests including check deposits, money movement transactions, account updates, and financial paperwork. Maintain accurate client records, process account maintenance requests, and update CRM and other internal systems. Qualifications Proven experience in customer service in a professional environment Experience using CRM systems and maintaining accurate client records. Strong time management skills with the ability to prioritize tasks effectively. Excellent verbal and written communication skills, with a focus on building client relationships. Proficiency in Microsoft Outlook and Excel A proactive approach to problem-solving with a strong attention to detail. Ability to handle confidential client information with discretion and professionalism. Join us as we strive to provide exceptional service to our clients while fostering a collaborative work environment. If you are passionate about client success and have the skills we are looking for, we encourage you to apply!