First Impression & Servicing Specialist

Job Description: First Impression & Service Specialist

Position Title: First Impression & Service Specialist
Location: Leonard Advisory Group - Pittsburgh, PA (North Hills)
Reports To: Director of Operations

Position Overview:

Leonard Advisory Group is seeking a professional and personable First Impression & Service Specialist to be the first point of contact for our clients and prospects. This dynamic role requires an individual who can manage multiple responsibilities, including providing exceptional customer service, managing administrative tasks, and supporting the team with the highest level of professionalism and efficiency. This position will contribute to creating a positive and welcoming environment for all clients and visitors while supporting our team’s operations.

Key Responsibilities:

Client & Visitor Reception

• Greet clients, guests, and prospects with a warm and welcoming demeanor, ensuring a positive first impression of Leonard Advisory Group.
• Assist clients with check-in and provide any necessary directions or information for meetings.
• Ensure the office environment is welcoming, organized, and professional at all times.

Phone & Email Management

• Answer and direct incoming calls in a courteous and efficient manner, ensuring timely responses to client inquiries.
• Monitor and manage the general email inbox, promptly forwarding messages to the appropriate team members and responding to client inquiries when needed.

Administrative Support

• Assist with scheduling client appointments and ensuring proper coordination of calendars.
• Manage office supplies and maintain inventory to ensure the office runs smoothly.
• Assist in preparing materials for client meetings, presentations, and events.

Client Service Support

• Ensure clients’ needs are met by coordinating with other team members, ensuring the client experience is seamless from start to finish.
• Handle administrative follow-ups to ensure clients receive the necessary information and documents post-meeting.
• Operate with a proactive approach to advisors & clients
• Complete & process internal and external servicing requests
• Follow-up as necessary with vendor companies and clients
• Assist advisors with pre-appointment preparation

Data Entry & CRM Management:

• Maintain accurate and up-to-date client records in the firm’s CRM system, ensuring data integrity.
• Assist in preparing client correspondence and mailings, ensuring timely distribution.

Event Support:

• Assist with planning and execution of client events, including arranging logistics, confirming guest attendance, and preparing materials.

Qualifications

Experience

• On the job training provided. Prior experience preferred, but not necessary

Skills & Abilities

• Excellent communication skills, both verbal and written, with a friendly and professional tone.
• Strong organizational skills, process driven with attention to detail.
• Ability to prioritize, multitask and work in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook), Google suite, CRM systems (experience with Wealthbox or eMoney is a plus) .
• A proactive and positive attitude, with a focus on delivering exceptional client service.

Education:

• High school diploma required; associate’s or bachelor’s degree in business, communications, or related field preferred.

Other Requirements:

• Ability to handle sensitive information with confidentiality and discretion.
• Ability to work collaboratively in a team environment.

Why Leonard Advisory Group?

As a company, Leonard Advisory Group is known for planning with purpose so our clients can live with intent . We are passionate about helping clients build the retirement they’ve always dreamed of, and we do this by applying intentional effort to every aspect of our work.

Mission Control

• At Leonard Advisory Group, we own what’s possible through hard work, teamwork, and relentless ownership . We embrace no limits but the ones we refuse to accept , believing that every challenge is an opportunity to rise. We succeed because of our commitment to intention.

Rooted in Trust, Empowering Growth

• We foster a culture of trust, accountability, and intentional leadership , blending the heart of a family business with the resilience and efficiency of a thriving practice. Our systems support stability and create growth opportunities for every team member.

A Culture of Purpose

• Our practice is more than a workplace; we give back to the community through nonprofit partnerships and support causes that matter most. The Leonard Advisory Group team thrives because we work with purpose and believe you have the power to make things happen.

Work with Purpose, Live with Intent

• At Leonard Advisory Group, you don’t just show up for a job—you own it and make things happen . This is a place where your hard work contributes to a greater vision, and where everyone, from team members to clients, is supported in living with purpose.

To Apply:
Interested candidates should submit a resume detailing their experience and interest in the position to [email protected] .

Pay: From $15.00 per hour

Benefits:

• On-the-job training

Shift:

• 8 hour shift

Ability to Commute:

• Pittsburgh, PA 15090 (Required)

Ability to Relocate:

• Pittsburgh, PA 15090: Relocate before starting work (Required)

Work Location: In person