Overview We are seeking a dynamic and personable First Impressions Coordinator/Client Service Associate to be the welcoming face of our organization. This paid position plays a vital role in creating a positive first impression for clients, visitors, and team members alike. The ideal candidate will possess excellent phone skills, a friendly demeanor, and strong organizational abilities. Your primary responsibility will be managing front desk operations, providing exceptional customer service, and supporting administrative functions to ensure smooth daily operations for advisors and clients. This role offers an exciting opportunity to contribute to a professional environment where your interpersonal skills and office management expertise shine. What You'll Do Answer incoming phone calls and direct inquiries professionally Welcome clients and visitors and help create an exceptional experience from arrival to departure Coordinate conference room readiness and reset for client meetings Assist with incoming and outgoing mail, scanning, and remote deposit Monitor client communications and route follow-up needs to the appropriate team member Maintain a clean, organized, and professional reception and office environment Provide dependable administrative support to advisors and team members Help track paperwork and assigned tasks with accuracy and timely follow-through Use office technology and systems to support daily operations What We Are Looking For Friendly, welcoming, and professional approach Strong verbal and written communication skills Organization, attention to detail, and dependable follow-through Demonstrates professionalism, discretion, and a commitment to maintaining client confidentiality Ability to manage multiple priorities while maintaining a calm, helpful presence Comfort learning and using office technology and software Positive, team-oriented attitude and a willingness to help others Prior reception, administrative, banking, hospitality, or customer service experience is helpful Outstanding phone and customer service skills are a must. We can teach systems and processes. We are looking for someone who genuinely enjoys helping people and can create a positive experience in every client interaction. Why Join Our Team? At Schuster Anderson Wealth Advisors, relationships matter. We strive to provide exceptional service to our clients while maintaining a positive, supportive work environment. If you enjoy helping others and take pride in creating a welcoming atmosphere, we would love to hear from you.
Pay:
$20.50 - $21.00 per hour Expected hours: 32.0 - 40.0 per week