Client Experience Specialist

Grenier Financial Services • Springfield, MA

421d • $50,000 - $55,000 • Remote

About The Position

The Client Experience Specialist at Grenier Financial Services is a full-time role focused on providing exceptional customer service and administrative support to clients and the internal team. This position serves as the first point of contact for clients, ensuring their inquiries are addressed and assisting in the preparation of essential information for financial advisors. The ideal candidate will embody a positive attitude, strong work ethic, and adaptability in a dynamic environment, contributing to the firm's mission of delivering personalized financial planning services.

Requirements

• Minimum of 2 years of proven customer service experience in an office or administrative role.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and office management/CRM software.
• An associate or bachelor's degree preferred.
• Strong organizational and time-management skills with attention to detail, balancing quality with timeliness.
• Excellent verbal and written communication skills to build relationships and reinforce the firm's reputation.
• Critical thinking and high accuracy.
• Commitment to process improvement and collaborative problem-solving.
• Ability to work independently and as part of a team.

Nice To Haves

• Experience in financial services or a related field.
• Familiarity with data confidentiality practices.

Responsibilities

• Greet visitors and clients, providing a warm and professional first impression.
• Assist with inquiries and direct them to the appropriate personnel.
• Provide general administrative support, including answering phones, managing correspondence, and scheduling meetings/appointments.
• Maintain and organize office files, both electronic and physical, ensuring they are easily accessible and up to date.
• Accurately enter and update data in company databases and systems.
• Prepare meeting rooms, including setting up equipment and providing necessary materials.
• Take and distribute minutes during meetings.
• Assist other staff members with various projects and tasks as needed.
• Ensure the office is well stocked with inventory, the environment is clean, organized, and presentable.
• Help plan and coordinate office events and meetings, including logistics.

Benefits

• Competitive salary
• 401(k) matching
• Health insurance
• Paid time off
• Paid holidays
• Work from home half-day Fridays in the summer
• Opportunities for growth and advancement within the company
• Positive and collaborative work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Associate degree