Client Concierge Coordinator - Twickenham Advisors

Your Future Team

At Twickenham Advisors, our four generations of advisors are deeply dedicated to our clients. We have deep roots, all tied to the rich history of Huntsville, Alabama; we are future-facing and thrilled to be part of the incredible growth of this area and the people who make it special. We are trusted partners with the individuals, families, and businesses we serve, while providing financial advice and investment guidance as true fiduciaries.

Client Service/Concierge Coordinator: We are looking for someone who is passionate about serving others, has a joyful personality, and is extremely organized. Our Client Service/Concierge Coordinator is the first person that staff, clients, and visitors engage as they enter our office, therefore it is important to create a welcoming atmosphere. You have client service experience and a creative mind to improve the onboarding and everyday experience for our clients. The Client Service/Concierge Coordinator will schedule, organize, and implement the experience of advisor client meetings. You will be an independent, self-motivated multitasker who can take on several tasks at the same time. You will have a welcoming and professional personality. You will report to the Director of Client Experience.

You will work on-site, full-time, 5 days per week, from 8-4:30. There is the possibility of additional hours on occasion due to special circumstances or events.

What You'll Do

• Greet all clients and visitors with a positive and helpful attitude
• Maintain atrium, café, and service areas
• Set up and take down all conference rooms throughout daily schedule
• Manage all conference room calendars
• Answer phones and route call effectively
• Manage incoming and outgoing mail
• Stock office supplies and assist with inventory
• Coordinate and cover reception tasks
• Schedule and confirm client appointments
• Provide feedback for possible improvements to client experience on an ongoing basis
• Special projects as assigned

What You'll Bring

• Experience serving others
• Time management skills
• Must be a team player
• Strong problem-solving skills
• Professional etiquette and appearance
• Computer knowledge to include Microsoft Office
• Excellent verbal and written communication skills
• 2 or more years of experience in the position of interest
• The ability to maintain a calm and professional demeanor
• Excellent customer service skills
• Adaptability to the fluctuating needs of our business
• Ability to excel in both fast and slower paced environments

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

Hightower's Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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