FIRST IMPRESSION CONCIERGE
Full-Time position with Benefits
Smallwood Wealth Management has an exciting opportunity for a talented professional who is looking to dramatically contribute to the success of our organization. Smallwood Wealth Management works with top-tier business owners, professionals, and high-level corporate executives to provide confidence and clarity to grow and protect their wealth.
The mission for the First Impression Concierge is to be the face of Smallwood Wealth Management. This pivotal role requires a high energy individual that meets and greets guests along with managing a high volume of phone calls with efficiency and has the ability to communicate in a manner where premium customer experience is a priority. This person is to follow a set plan to schedule prospects, clients, and others in strict accordance with the set path. This professional must keep the office impeccably neat and organized. Smallwood Wealth Management requires this applicant to be committed to our Core Values. They should have a “Get it Done” mentality, work in a consistent manner with the willingness to learn along with a great attitude and commitment to our vision.
The outcomes expected of this individual are:
- Schedule 6 AAA Client Reviews/Catch Up Calls and 6 client planning sessions per week with each advisor.
- Schedule all leads to a WCPI meeting with an advisor within 3 days of first contact.
- Adheres to all data entry requirements to the CRM and appropriate software.
- Daily mail and package retrieval, distribution, shipping promotional items.
- Owning internal and external client communications, via email, letters, and social media
- Communicating to prospective clients, promoting our brand with all that we do that sets us apart.
- Make sure Clients and Prospects are dealt with in a manner that they become raving fans.
Competencies the individual hired for this position MUST have:
- Enthusiasm. Exhibits passion and excitement over work. Has a can-do attitude.
- Calm under pressure. Maintains stable performance when under heavy pressure or stress.
- Communication. Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including email.
- Follow-through on commitments. Lives up to verbal and written agreements, regardless of personal cost.
- Teamwork. Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
- Proactivity. Is an initiative-taker and a critical thinker. Brings innovative ideas to the company regularly.
- Persistence. Demonstrates tenacity and willingness to go the distance to get something done.
- Work ethic. Possesses a strong willingness to work hard and sometimes work long hours to get the job done. Has a history of working hard.
Preferred Skills and Experience:
- Must have experience of at least 3 – 5 years.
- A proven ability to exercise considerable discretion and independent judgement when making decisions and interacting with Team Members, clients, vendors, and centers-of-influence.
- Expert level knowledge in Microsoft products and industry level software
The position is in our Red Bank, NJ location. We offer a great Medical Program, 401K Program, disability protection and other nice benefits. We highly value and respect our Team Members.
