Client Experience Advocate- Receptionist

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Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms - and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The Director of First Impressions plays a very important role in setting the tone for the firm. As the first person and last person clients see when they are in the office, the Director of First Impressions is instrumental in making sure clients have a positive experience.

What To Expect

• Greet clients and make them feel comfortable when visiting the office

• Manage all areas of CWM reception area, keeping area presentable, clean and stocked (coffee, snacks, water, etc.)

• Answer all incoming calls with exceptional customer service

• Take messages as appropriate

• Love Affair Marketing services to clients, coordinates gifts & cards (birthdays, anniversaries, condolences), random acts of kindness, etc.

• Coordinate Client Birthday & Anniversary gifts and lists with outside vendors

• Manage daily calendar with all client appointments

• Order lunches or arrange dinners for client meetings as needed

• Manage office supplies, including oasis supplies and manage all ingoing and outgoing mail

• Build and maintain a relationship with client base with the focus on service

• Perform general clerical duties

• Special projects as assigned

What You Need

• Must have polished and professional presentation
• Prefer 2-3 years of experience working in a professional office
• Excellent attitude and an extraordinary client service orientation
• The ability to handle multiple tasks and handle a fast-paced environment
• Computer literacy to easily learn new programs
• Excellent organizational and time management skills
• A genuine interest in serving and caring for other people

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

• Starting annual base salary between $37,500 - $66,200.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

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