Client Experience Specialist

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

• We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
• We hire experienced professionals who understand the industry and provide effective advice.
• We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly -- it's about creating a client experience that is unmatched.

But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affect the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

Summary of Position

A Client Experience Specialist should demonstrate commitment to delivering distinctive service. This position will be responsible for performing a wide range of administrative support duties. Duties may include generating reports, monitoring visitor access, coordination of meetings and events, typing correspondence, preparation of presentation materials, phone support, scheduling appointments and meetings, interacting with business partners, ordering supplies, monitoring security cameras, and coordinating day to day activities for team.

Primary Responsibilities

• Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm‐wide achievement of the three‐ring standard (all phones answered by a live person within three rings).
• Provide administrative assistance to key team leaders and teams, as needed.
• Assist with preparation and distribution of various reports, documentation, and training materials; filing; scanning; faxing; copying; scheduling; and coordination of conference calls and meetings.
• Provide phone support for the team.
• Manage visitor access to ensure visitors have the appropriate credentials and are escorted by Pinnacle associate at all times.
• Interact with business partners who service the space to ensure seamless operations (i.e., janitorial, HVAC, security, landscape, food service, etc.).
• Responsible for coordination of building events, as needed.
• Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Banking, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties and responsibilities as assigned.