Job Details

RECEPTIONIST and CLIENT CARE REPRESENTATIVE Location: Scottsdale, AZ (On-site) Employment Type: Temporary-to-Permanent after 13 weeks Compensation : Start at $24-$26/Hr or $50,000 - 55,000/year with future incentive plan to be further discussed Position Summary: As a Receptionist and Client Care Representative, your role is to be the welcoming face for the clients with a mission is to ensure our clients feel seen, heard, and protected. While you will manage financial portfolios, "your north star" is the client relationship. You aren't just managing assets; you are managing the transition into a client's golden years, providing a steady hand through life's most significant changes. Your role is an essential part of maintaining smooth daily operations in a busy, team-oriented environment. In our Scottsdale office, you will serve as a dedicated concierge for our families, ensuring that every interaction with our firm is marked by warmth, clarity, and proactive care. Core Competencies: Empathy The ability to navigate the emotional complexities of aging, grief, and legacy planning. Communication Breaking down complex jargon (like RMDs or sequences of returns) into simple, actionable advice. Analytical Rigor Sharp attention to detail when reviewing tax returns and portfolio statements. Integrity A relentless commitment to the Fiduciary Standard—putting the client's interests first, always. Responsibilities:  Greet and warmly welcome clients upon arrival  Answer inbound calls with patience and professionalism  Assist clients with forms and respond to their questions  Manage appointment scheduling and send reminder calls  Communication: Support email management and clear communication  Client Check-in: Update staff promptly upon client arrival  Maintain reception area: Maintain a clean, calm, and inviting reception area  Collaborate with internal team: (15+ members) to ensure seamless client service  Assist clients weekly during in-person interactions  Additional tasks: various other tasks may be assigned as part of a cooperative team Roles and Duties :  Relationship Stewardship: Serve as the primary point of contact, building deep, multi- generational relationships that go beyond balance sheets.  Proactive Outreach: Maintain a high-touch communication calendar, reaching out to clients not just for market updates, but for birthdays, anniversaries, and "just because" check-ins.  Onboarding Excellence: Guide new clients through the transition to our firm with a concierge approach, making complex paperwork feel seamless and stress-free.  Family Wealth Coordination: Facilitate Family Legacy meetings to help clients communicate their financial wishes to their adult children and heirs.  Educational Advocacy: Host small-group workshops and client appreciation events designed to empower retirees with knowledge and community.  Crisis Support: Act as a calm, empathetic resource for clients navigating difficult life events, such as the loss of a spouse or a health crisis, ensuring their financial plan adapts to their new reality. Required Qualifications and Skills:  Experience: 3–5+ years of experience in financial services, specifically within a fiduciary or RIA environment and experience in medical office, insurance.  Credentials: o State Life & Health Insurance License (Required) o CFP® or RICP® designations are highly preferred.  Local Market Knowledge: Familiarity with the unique demographic needs of the Scottsdale/Phoenix snowbird and retiree community.  Software Proficiency: Experience with CRM (SalesForce/Wealthbox/Redtail), Google Suite(Email, Text, Google Sheets, Document sharing),Electronic phone systems(Vonage, RingCentral), Virtual Meetings (Zoom, Google Meet) financial planning software (eMoney /Money GuidePro), and portfolio management tools, Familiar with AI Tools such(Gemini, Chat GPT) Thank you we look forward to working with you.