Client Services Receptionist & New Account Coordinator

This job was posted by https://idahoworks.gov : For more information, please see: https://idahoworks.gov/jobs/2622620 Key Responsibilities Client Service & Relationship Building - Serve as the friendly and professional first point of contact for Mountain West IRA by greeting walk-in clients and visitors. Be back-up for receptionist calls. - Create a positive first impression by making prospective and existing clients feel welcomed, heard, and confident they have reached the right resource - Have the ability to quickly learn software and systems and the office staff to learn where to direct clients and learn resources - Build rapport with prospective clients by listening to their needs, answering general questions, and connecting them with the appropriate Mountain West IRA team member when additional expertise is needed - Provide an exceptional client experience through timely, courteous, and helpful communication - Develop positive relationships with clients, prospective clients, financial professionals, and other business contacts - Take ownership of client inquiries by helping callers identify their next step rather than simply transferring calls - Identify opportunities to provide additional information or resources that may help prospective clients move forward with opening an account - Maintain awareness of prospective client inquiries and provide appropriate follow-up to ensure questions have been answered and clients have the assistance they need - Welcome and assist clients and visitors to the Mountain West IRA office - Represent Mountain West IRA with professionalism, warmth, and a genuine desire to help New Account Coordination & Client Follow-Up - Guide prospective and new clients through new-account paperwork, helping make the process clear, organized, and easy to navigate - Explain required forms, documentation, and next steps while knowing when to involve another team member for questions requiring additional expertise - Review incoming new-account paperwork for completeness and accuracy - Communicate with clients regarding missing or incomplete information and help them resolve outstanding items - Submit completed new-account applications for processing and monitor their progress - Proactively follow up with prospective clients who have requested information or expressed interest in opening an account - Maintain ongoing communication with prospective clients throughout the account-opening process so they know what to expect and what steps remain - Develop relationships with prospective clients through thoughtful and timely follow-up, without employing high-pressure sales tactics - Track prospective and new clients to ensure inquiries and applications do not inadvertently fall through the cracks - Coordinate with other Mountain West IRA departments to provide a smooth transition from prospective client to established client - Maintain accurate records of client conversations, follow-up activities, and account-opening status - Look for opportunities to improve the new-client experience and share client feedback with the team What We\'re Looking For The ideal candidate is someone who genuinely enjoys talking with people and building relationships. This person should be naturally friendly and approachable, while also being organized enough to manage the details and follow-up associated with opening new accounts. We are looking for someone who: - Has at least 1 year of customer service experience - Has an engaging, professional, and confident telephone presence - Enjoys meeting new people and developing relationships - Is comfortable initiating follow-up conversations with prospective clients - Dresses for a professional office enviro ment - Has a service-oriented mindset and enjoys helping people find solutions - Is a good listener who can understand what a client needs and help determine the appropriate next step - Takes personal ownership of follow-up and enjoys seeing a process through from beginning to end - Is dependable, organized, and detail-oriented - Can manage multiple client conversations and administrative tasks without losing track of important details - Communicates clearly and professionally, both verbally and in writing - Has strong computer skills and proficiency with Microsoft Word, Excel, and Outlook - Has experience with data entry and computerized systems - Works well independently while also enjoying being part of a team - Is eager to learn about self-directed IRAs and the services Mountain West IRA provides - Prior administrative, receptionist, banking, financial services, client onboarding, or account-opening experience is helpful, but not required Why Mountain West IRA? For someone who is professional, hardworking, personable, and genuinely enjoys helping others, this is an opportunity to have an important role in both our company and our clients\' e