The Senior Concierge Specialist plays a pivotal role in cultivating prospective client relationships and ensuring a seamless, high-quality onboarding experience. Building upon the foundational responsibilities of a Concierge Specialist, this senior level position emphasizes deeper client engagement, enhanced financial plan preparation, and more strategic collaboration with advisors.
The Senior Concierge Specialist serves as a trusted first point of contact, setting the tone for long-term client relationships and contributing to the firm's growth initiatives.
Primary Duties:
- Contact prospective clients via phone, email, or other communication channels to initiate conversations and establish rapport.
- Present the firm's philosophy, investment approach, and product offerings to prospective clients, highlighting the value proposition and benefits of working with our advisory team.
- Gather preliminary client data and information to build a baseline financial plan, including key financial goals, objectives, and risk tolerance.
- Introduce prospective clients to their assigned advisory team, facilitating seamless communication and collaboration throughout the onboarding process.
- Coordinate client meetings and appointments with the advisory team, ensuring timely follow-up and communication to address client needs and inquiries.
- Provide ongoing support and assistance to the advisory team, including preparing client materials, conducting research, and coordinating client communications as needed.
- Maintain accurate records and documentation of client interactions, inquiries, and preferences in CRM systems (e.g., Salesforce) to support client relationship management efforts.
Requirement
- Bachelor's degree in business administration, finance, marketing, or a related field; preparation or classwork towards attainment of CFP® certification preferred
- 4+ years of experience in client services, sales, or customer-facing roles within the financial services industry.
- Strong knowledge of financial planning concepts and the ability to translate them into accessible client discussions.
- Proficiency in CRM systems (e.g., Salesforce) and client engagement tools.
Key Benefits
- Generous continuing education sup
- port100% company paid employee only premiums for Health, Dental & Vision Coverage.
- 4% Company 401k match, 100% vested
At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.
