Front Desk Officer at Norrenberger Financial Group

As Front Desk Officer in asset management, your responsibilities include maintaining excellent client relations, addressing inquiries, ensuring smooth administrative processes greeting and welcoming guests, receiving and delivering all incoming and outgoing mail and packages, answering all calls and directing as needed, scheduling meetings, and coordinating office activities.

Roles and Responsibilities

• Responsible for managing the ambiance of the Front Office/Reception area as well as Meeting Rooms.
• Responsible for warmly receiving guests in the office.
• Receive, sign for, and distribute mail and delivered packages from courier companies or other sources.
• Management of e-mail correspondence and inquiries from internal and external clients via the Client Service group e-mail address.
• Responsible for handling incoming calls to the official telephone number from clients, prospects, and vendors.
• Implementation of developed service standards to ensure that clients’ confidence in Norrenberger’s understanding of their specific requirements and objectives is maintained.
• Receive and log client complaints, determine the cause of the complaint, explain possible resolutions to the client, and follow up with responsible internal parties to ensure resolution and escalation to the Unit Lead where necessary.
• Responsible for managing client birthday information and contacting clients on their special days to aid in bonding of the organization to clients.
• Responsible for handling client and prospect inquiries via the online chat platform.
• Attract potential clients by answering product and service questions, and suggesting the best-suited products/services to meet the client’s objectives

Qualifications and Experience

• A Degree in Business Administration, Customer Service, Banking, and the Finance sector is often preferred.
• Minimum of five (2-4) yearsyearsrience in client service and Admin in the banking or finance sector
• Experience in communication, customer relationship management, or administrative studies will be advantageous.
• While not always required, certifications related to customer service or front desk management may enhance qualifications.