Receptionist / Client Care Representative

Required Qualifications & Skills Experience:

REQUIRED Credentials: State Life & Health Insurance License (Required)

3–5+ years of experience in financial services, specifically within a fiduciary or RIA environment and experience in a medical office, insurance.
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,GoodgleSheets,Document sharing),Electronic phone systems(Vonage, RingCentral), Virtual Meetings (Zoom,GoogleMeet) financial planning software (eMoney/MoneyGuidePro), and portfolio management tools, Familiar with AI Tools such(Gemini,ChatGPT)

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.

As a Client Care Representative and Receptionist, with a state Life & Health Insurance License completed, 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.

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
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.