We are looking for a Front Desk/Client Service Associate to serve as the first point of contact for a Lansing Wealth Management office. This individual will help to cultivate and enhance the overall client experience, provide administrative assistance to our partners, and support our firm’s strategic initiatives.
Position: Full-Time
Location: Lansing, MI (in-person)
Key Responsibilities
· Provide a welcoming, first-class experience for our clients, prospective clients, and centers of influences
· Address and follow up on all incoming client inquiries/requests in a timely and accurate manner
· Manage all incoming and outgoing calls, mail, faxes, and other correspondence · Assist with scheduling and managing client/prospect meetings
· Manage firm’s client database - maintain all client information and track client calls, appointments, email communications, follow-up tasks, important dates, etc.
· Manage client file system
· Assist with meeting preparation, printing and assembling reports, client meeting follow-up procedures, etc.
· Process client change forms and other account management requests, as assigned
· Assist with client online account access requests
· Maintain office, printing, and marketing supplies
· Assist with general administrative responsibilities
Required Skills and Competencies
· 2-3 years of office administration or client service experience
· Desire to be a part of a high-performing, dynamic team
· Exceptional customer service
· Effective interpersonal, verbal, and written communication skills
· Excellent prioritization, time management, and organizational skills
· Strong attention to detail
· Highly motivated, proactive, and energetic
· Experienced and extremely adaptable with technology
· Highly proficient in Microsoft Office, including Outlook, Excel, Word, and PowerPoint
· Adhere to set regulatory standard and operating procedures
Preferred Qualifications
· Associates or Bachelor’s Degree in finance, business administration, or related field
· Prior experience with client relationship management systems, financial management software, scheduling tools, digital marketing, etc.
· 1-2 years of financial services industry experience
Compensation & Benefits
· Base compensation, with eligibility for bonuses based on performance
· Insurance benefits; 401(k) plan with employer match
· Opportunity for professional development and growth
· Fun and dynamic culture
· Eligibility for this role is contingent upon a satisfactory background check
Interested Candidates should send their resume to: CoachDanielShinaver@DSEmploymentservices.com
We now have an exciting and immediate opening with a local based company in Grand Ledge for a full-time Warehouse Factory/General Laborer! This position will be responsible for making quality comfort mattresses in a small warehouse environment and is perfect for anyone who enjoys working with their hands to craft quality products you can be proud of!
This full-time position works an average of 40 hours per week and is great for someone seeking a career opportunity right before the holiday season. Pay begins at 16-17$ per hour and is paid weekly.
This is a very family friendly environment and qualified applicants will enjoy the benefits that come with this.
A driver’s license is required. Candidates may eventually move into a driving role within the company if they desire.
Work tools are not required and will be provided.
Is there an opportunity for career advancement? Yes.
Candidates can make more depending on skill and work ethic.
No certifications required.
Open to all educational levels.
Open to those with a background but it is handled on a case by case basis. The company believes in giving second chances.
The ideal candidate will be an open communicator, be able to take verbal instruction, is hard working and willing to work well with others. Ideally they will be able to listen to visual instruction.
Qualified candidates will have a sincere and genuine personality, excellent common sense and be a down to earth person that is not afraid of cross-training and working in multiple areas of the facility.
Candidates should be friendly, communicative, and able to work with small groups of like minded, family oriented people.
Interested candidates should send their resume to: CoachDanielShinaver@DSEmploymentServices.com
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