Hillcrest Financial Group Hiring for Director of Client Experience – Financial Advisory Firm Job at Thousand Oaks, CA Full Time

• Excellent communication skills
• Highly proficient in technology systems: Outlook, PowerPoint, client relationship management software, and other internet-based systems
• Ambassador to clients – phone and in person. Help to promote messaging, image, and excellent client service. Includes – hospitality, water, coffee, set up conference room for clients
• Marketing – create invitations for events, manage marketing calendar, organize and initiate thoughtful client touch points
• Answering phone for business
• Scheduling client reviews for advisors
• Office manager – ordering supplies, maintaining presentation of office, inventory control of perishable goods
• Multitasking

Job Type: Full-time

Pay: $55,000.00 – $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:

• Thousand Oaks, CA 91360: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location