Are you motivated to help others Achieve their Financial Goals?


 

Join Our Team!

Our firm is always growing. Each member of our team plays an integral part in moving our business forward. We work together to help grow the business, and we have fun while doing it. We provide benefits including competitive salaries, health insurance, matching 401(k) and vacation time. If you want to be part of our team, email your resume to info@gregoryricks.com.

Client Services Specialist

Gregory Ricks & Associates, Inc - Metairie Office

We are seeking a team member to join our growing, client-focused, high-touch financial services firm in our Metairie office. Our ideal candidate will possess a strong willingness to help others with an exceptional attitude, a nurturing and outgoing personality, and a professional image for a memorable and welcoming first impression.  Also, must have outstanding communication skills and a passion for delivering an exceptional client service experience.

Objective

The employee in this position is responsible for providing an exceptional client service experience to the firm’s prospects and clients and ensures smooth day-to-day operations of the Metairie office. The employee will also assist Advisors in client visits and client paperwork processing. In addition to assisting other team members, the employee assists with Company workshops/events.

Job Duties

DAILY TASKS INCLUDE, BUT ARE NOT LIMITED TO:

  • Welcome and nurture clients, prospects, and visitors to the office for an exceptional experience
  • Present guests with available beverages and snacks upon arrival
  • Answer the phones in a friendly, warm manner
  • Record notes from every client conversation (phone, email, visit, etc.) in the Salesforce CRM database…the priority is service to clients
  • Assist the Advisors with new business processing, fax confirmations & follow-up phone calls to appropriate companies, as needed
  • Pull client files and assist with copying, scanning, and/or printing as needed by Advisors
  • Set appointments, meetings and conference calls as needed
  • Sort and distribute incoming mail and mail outgoing correspondence
  • Run office errands as needed
  • Clean office as needed

MONTHLY

  • Assist marketing coordinator with any outgoing mail and workshop preparation for the Metairie area
  • Proactively manage office supplies once a month

Minimum Requirements 

  • An exceptional attitude, a nurturing and outgoing personality, and a professional image for a memorable and welcoming first impression
  • Bachelor’s degree in office administration, management, or related field preferred
  • 2+ years working in banking, office admin or hospitality management preferred

Knowledge, Skills & Abilities 

  • Proficient communication skills
  • Experience working in a fast-paced environment
  • Ability to prioritize and work with a demanding team
  • Attention to detail
  • Consistent follow-through and taking projects as far as you can
  • Hard-working and dedicated to helping the team
  • Problem solver
  • Working knowledge of office machinery (computer, printer, copier, VOIP phone)

Personal Skills

  • Desire to help others
  • Client service-oriented
  • Desire to support a team approach
  • Strong work ethic
  • Flexible
  • Self-Starter

Benefits

  • Medical, Dental, Vision and Disability Insurance
  • PTO
  • Holidays follow Stock Market Holiday Schedule (for the most part)
  • 401k Matching
  • Flexibility