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Client Concierge
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- The Client Concierge will establish themselves as trusted advisors to both the client and the firm with strong domain knowledge of our overarching mission of superior client service.
- The concierge will be responsible for ensuring client satisfaction.
- They maintain expert knowledge of our products, and services and provide clients with insightful information with the goal being to provide a better overall client experience.
- The concierge will implement a prescribed contact and satisfaction measurement strategy with the new and existing clients via the phone and email and as a result, coordinate with the operations, professional, and legal teams to advocate for client needs and provide valuable information about their needs.
- Work as a collaborative team member with Marketing and Intake teams and processes.
Expired 7 days agoInactive Job
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