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Client advisor • frisco tx

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Client Concierge

Client Concierge

Secret Med SpaPlano, TX, US
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It's A Secret Med Spa is an elite medical spa with locations nationwide that empowers people by elevating their natural beauty through high-performance injectables, lasers, and aesthetics.To fulfil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Advisor

Financial Advisor

First National Bank of OmahaPlano, TX, United States
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At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.The F...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Property and Casualty Client Advisor

Property and Casualty Client Advisor

Careington International CorporationFrisco, TX, US
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Careington International Corporation is a solutions-oriented company.An established leader, we have been a trailblazer in the field of discount health care since 1979. Over the years, our mission ha...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
GUCCI Senior Client Advisor - Legacy West

GUCCI Senior Client Advisor - Legacy West

KeringPLANO
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As a Gucci Senior Client Advisor, you will assist the Store Director and Team Manager in the driving of sales results, training and supervision of Client Advisors, merchandise management and daily ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Sales Advisor

Sales Advisor

Sonic AutomotivePlano, Texas, USA
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Guide guests through the sales process - to include processing appraisals performing test drives submitting credit applications answering questions related to vehicles and purchase strate...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Service Advisor

Service Advisor

CWILewisville, TX, US
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Camping World is seeking a Service Advisor to join our growing team.As a Service Advisor you will primarily be responsible for initiating and processing requests for repair services and providing a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Service Advisor

Service Advisor

AutoNation, Inc.Plano, TX, United States
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As a Service Advisor, you'll be part of a nationwide team servicing 20,000 cars a day and building customer loyalty that spans generations. Along with your communication skills and automotive knowle...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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J.P. Morgan Wealth Management Private Client Advisor - Frisco, TX

J.P. Morgan Wealth Management Private Client Advisor - Frisco, TX

JPMorgan ChaseFrisco, TX, US
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Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Beauty Advisor

Beauty Advisor

TradeJobsWorkForce75023 Plano, TX, US
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Greet customers upon their arrival Demonstrate proper use of makeup and skin care products Cross-sell beauty products, when appropriate (e. Identify customer needs and recommend cosmetics and skin c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Remote Client Coverage Advisor

Remote Client Coverage Advisor

The Blue Haven LifePlano, Texas, USA
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Were seeking motivated professionals to support families in securing essential financial protection.This commission-only role provides full scheduling flexibility warm inbound inquiries and structu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Client Manager

Client Manager

ParkhillFrisco, TX, United States
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Location US-TX-Frisco ID 2025-1360 Category Treatment Position Type Full-Time Remote No ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Service Advisor

Service Advisor

AutoNationPlano, TX, US
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As a Service Advisor, you'll be part of a nationwide team servicing 20,000 cars a day and building customer loyalty that spans generations. Along with your communication skills and automotive knowle...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Advisor

Financial Advisor

Staffing in MotionPlano, TX, United States
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This role is with a large Portfolio Management firm with over $250 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance and asset a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Financial Advisor

Financial Advisor

TradeJobsWorkforce75025 Plano, TX, US
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Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie GrayemPlano, TX, United States
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Base Salary + Team Based Production Bonus + Full Benefits + Industry Leading Career Advancement Opportunities + Support.We are seeking a highly motivated, licensed, and client-focused.This is a uni...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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PT Client Advisor - Legacy West

PT Client Advisor - Legacy West

Tiffany & Co.Plano, TX, US
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Focus on the core content of the job post, removing any extra metadata, navigation mentions, and redundant headers.The goal is to present a clean, beautiful, and high signal to noise ratio version ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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J.P. Morgan Wealth Management Private Client Advisor - Frisco, TX

J.P. Morgan Wealth Management Private Client Advisor - Frisco, TX

ChaseFrisco, TX, US
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Client Assoicate

Client Assoicate

UBSPlano, TX, United States
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You'll be part of a Plano, TX Wealth Management team.Where we assist high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Retirement Advisor

Retirement Advisor

RPOA Advisors IncPlano, TX, US
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Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.RPOA has 14 offices in Texas, Arizona, California, and Oklahoma.The firm's financial a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Concierge

Client Concierge

Secret Med SpaPlano, TX, US
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Client Concierge

It's A Secret Med Spa is an elite medical spa with locations nationwide that empowers people by elevating their natural beauty through high-performance injectables, lasers, and aesthetics. To fulfill our mission of making people feel unstoppable in their everyday lives, we want passionate, positive, and polished individuals to join us. That's where you come in. Join the exciting culture at It's A Secret Med Spa and become a part of our big, fabulous family while taking your skills to the next level. You're going to love it here!

Competitive base salary + commission, PTO, multiple health insurance plans, dental, vision, employer paid short-term and long-term disability, employee discounts, 401k, tuition reimbursement, and referral bonus program.

It's A Secret Med Spa is looking for a confident, driven, and enthusiastic Client Concierge to join our team. This position plays a vital role in our company's success by intaking patients, providing an exceptional experience, and ensuring all patient needs are met.

A Day in the Life of the Client Concierge

  • Warmly greeting clients in person and over the phone. Providing basic knowledge and education about our wide variety of services.
  • Manage front desk duties such as checking patients in / out, answering phone calls, greeting clients, overseeing inventory counts, and keeping supplies fully stocked while ensuring a positive and warm experience for our clients
  • Maintain a clean and professional environment throughout the facility
  • Assistant providers and managers with client scheduling and maintaining the appointment books.
  • Comply with all company policies and procedures to ensure streamlined processes within the location
  • Ensure POS system is managed effectively and accurately with all client appointment and employee information added.

Required Skills, Qualifications, and Experience

  • Previous customer service experience (1 year) required
  • Flexible schedule with the ability to work weekends
  • Previous experience working in a med spa or medical office preferred
  • Excellent written and verbal communication skills
  • Ability to multi-task while being attentive to clients and remaining flexible to the needs of the business
  • Ability to work as part of a team and take initiative
  • Enthusiastic, friendly and energetic personality with a genuine desire to provide outstanding service
  • Must maintain patient / client confidentiality in accordance with HIPAA regulations and company policy
  • Must maintain a high level of integrity with a strong ethical foundation
  • Must be able to reach above shoulder height, crawl, kneel, and push / pull up 50 lbs.
  • Must have a working knowledge of Microsoft applications
  • Bilingual preference given
  • Other duties as assigned
  • Must work a minimum of 30 hours per week