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Receptionist Customer Service
Remote / Online - Candidates ideally in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-02-24
Plano, Collin County, Texas, 75086, USA
Listing for:
LINCOLN WEALTH
Remote/Work from Home
position Listed on 2026-02-24
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Bilingual -
Administrative/Clerical
Job Description & How to Apply Below
Job Description
Local HQ based Financial Services office looking for a friendly, hard-working receptionist who enjoys working with clients.
Responsibilities:
- Front Desk Reception, Phones and Client Greeting
- Appointment Setting and Confirmations (prior experience required)
- Monthly Marketing Event Confirmations with Clients
- Local Client Marketing Events; client check-in, greeting, and event coordination
- Client follow-up, appointments and responses to client requests
- Maintain Client Database, CRM and files
Qualifications:
- Prior phone appointment setting, scheduling and confirmation experience
- Ability to build trust and confidence with clients
- Ability to be on time, prioritize and multitask as needed
- Positive and professional appearance and outlook
- Excellent people skills, as well as written and oral skills
- Enjoy helping people and building a career
POSITION AVAILABLE IMMEDIATELY TO PERFECT CANDIDATE
HQ Plano, TX, Remote Offices in Ft Worth, Houston, The Woodlands, Arlington.
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