We’re seeking a positive, personable client concierge to plan and execute events, mailers, maintain a client database and touch base with clients! You’ll connect with new and previous clients and raise the bar on an excellent customer experience. We welcome applicants who have a smile on their face, are positive and can’t wait to get started! Most work can be from home and once a week you need to be in the office or all day at event sites to implement.

• Ensure customer account information is up-to-date
• Identify common customer issues and bring them to the attention of the team

• Plan/schedule events including the marketing elements for promotion
• Maintain Client Database
• Interact with new and existing clients
• Planning and tasks for events with set deadlines
• Coordinate with team lead, assistant and VA

• Experience working in a customer-oriented atmosphere
• Must possess exemplary interpersonal skills, communication skills, and active listening skills

• Positive, pleasant attitude
• HIGHLY ORGANIZED
• Excellent PLANNING skills
• Can breakdown tasks and create deadlines
• Great phone skills

We did over $24 million and 53 transactions in 2021. The team lead is a 3X ICON agent and has 18 years of experience in the business with a unique skillset and certifications. The team is growing fast with 2 new agents and adding more!

We are looking to add strong, long-term employees that want to grow and help build an awesome team. We would love to welcome you to our "Family"!