Receptionist & Service Specialist

Company DescriptionUCL Financial Group, LLC is a trusted full-service financial services firm, serving the Memphis area for over 100 years with a strong legacy of leadership in the financial and insurance industries. Our firm prioritizes personalized service and leverages extensive experience to help individuals and businesses achieve long-term financial success. We provide resources to assist our clients in growing, protecting, and conserving their wealth. Through strategic partnerships, we offer insurance, financial planning, securities, and investment advisory services. UCL Financial Group is dedicated to delivering exceptional support to clients while adhering to industry regulations and best practices.Role DescriptionThis full-time (8:30 am - 4:30 pm CST), on-site Receptionist & Service Specialist role is based in Memphis, TN and is ideal for a professional, detail-oriented individual who enjoys working with clients and supporting a busy office environment. The position serves as the first point of contact for clients by managing front-desk operations, greeting visitors, and answering and directing calls on a multi-line phone system with professionalism to ensure the office runs smoothly and efficiently. In addition, the role supports advisors by processing life insurance service requests, accurately documenting and tracking requests in the CRM system, performing data entry and document management, and helping maintain a welcoming, organized, and positive office environment.Qualifications2+ years of receptionist, administrative, or customer service experienceStrong communication, organization, and multitasking skillsProficient in Microsoft Office, CRM systems, and document toolsHigh level of professionalism and discretion with confidential informationPreferredAssociate’s or Bachelor’s degreeInsurance industry experience or advisor support backgroundIf you enjoy supporting clients and working in a professional, team-oriented office environment, we encourage you to apply.