Front Desk

• Deliver exceptional service in every client interaction
• Greet and assist our clients and guests with service requests and appointments
• Partners with advisor team to set and achieve high service standards
• Manage and review calendars for advisors and prepare appropriate materials for upcoming appointments
• Ensure a seamless onboarding experience and work with clients to set a great first impression
• Remove roadblocks for clients and focus on ease of doing business
• Deliver customized service with each client and demonstrate ownership for every request
• Coordinate client appointments, process requests received from advisors and clients
• Answer phone calls and emails from clients; follow up on client requests
• Submit transaction requests to processing team to ensure completion and accuracy
• Ability to handle multiple advisors’ book of business and complex service situations
• Understand department workflows, policies and procedures to submit requests correctly and timely
• Identify process improvements and partners with leaders to implement changes
• Provides notary services for client transactions
• Prepare and stock refreshments for the office daily
• Help with snacks, beverages and meals as needed for the office staff or clients
• Direct incoming client phone calls to appropriate departments
• Manage office supplies and restock as needed
• Receive all deliveries and route to the appropriate recipient
• Prepare internal mail for routing to appropriate offices; receive, open and sort daily mail; Assist with facilities related issues and tasks as needed
• Maintain satisfactory attendance
• Suggest and embrace process improvements
• Focus on quality and accuracy of work
• Any other duties as assigned

Front Desk Associate crucial for client interactions at financial advisory firm

Front Desk Associate, Service Associate

Front Desk Associate crucial for client interactions. Working with the Service Team at Allworth Financial in Bel Air, Maryland.

• Provides superb customer service to patients & staff and support for the office, independently and with minimal supervision.
• Creates a positive and professional first impression of the practice and to show the patients a “we care” attitude.
• Schedules appointments and assists with scheduling any additional testing directed by the physician.
• Ensures all required patient paperwork is compiled for that day’s appointments.
• Collects co-pays and past balances at check-in and enters them into the batch for the day in Practice Management.
• Reviews for completeness and accuracy and then enters required patient demographics and clinical information into Practice Management and EHR.
• Scans the patient’s driver’s license and insurance card(s) front and back into Ntierprise.
• Ensures all required referrals are obtained, scanned into the EMR, and linked to that day’s appointment within Practice Management.
• Reconciles payment batches at the end of every day and turns them in to the Site Manager.
• Schedules follow-up procedures and coordinates any local ASC cases.
• Assists patients with the completion of the Phreesia registration system.
• Travels to other sites within a reasonable geographic region as required.

Front Desk Receptionist providing customer service in a medical office.

Front Desk Receptionist

Front Desk Receptionist providing superb customer support to patients and staff in a medical office. Responsible for scheduling appointments and collecting patient information while maintaining a positive experience.

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Front Desk Associate, Service Associate

Front Desk Receptionist