In this role, you will schedule and manage the flow of appointments, provide empathetic customer service while multi-tasking between a multi-line phone system and in-person clients, process financial transactions, answer inquiries, and provide essential information about the services we provide. This position is ideal for candidates with a background in fast-paced customer service, who are friendly and outgoing, detail-oriented, excellent at multi-tasking, and committed to contributing to a team-focused environment.