Concierge Specialist

Senior Concierge Specialist
Team: Growth

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.

KPIs:

• 5+ high-quality prospect meetings set per week
• 85%+ held meeting rate
• 70%+ adoption rate of concierge-prepared baseline financial plans by advisory teams
• CRM accuracy and data completeness maintained at 95%+

Primary Duties:

• Engage prospective clients through personalized outreach, with a focus on quality of interactions rather than call volume.
• Present the firm’s philosophy, investment approach, and solutions in a consultative, client-centric manner.
• Conduct deeper discovery with prospects, gathering detailed financial data and insights to build robust baseline financial plans.
• Coordinate and prepare prospects for seamless transition to their advisory team, ensuring all necessary information and materials are ready.
• Collaborate closely with advisors and business development staff to refineprospectingstrategies and improve conversion outcomes.
• Support high-value or complex prospect engagements, providing an elevated experience compared to entry-level concierge outreach.
• Maintain meticulous records in CRM systems to support long-term client relationship management.

Requirements:

• Bachelor’s degree in business administration, finance, marketing, or related field.
• 4+ years of experience in client services, sales, or financial services roles.
• Demonstrated ability to handle complex client conversations with professionalism and confidence.
• Strong knowledge of financial planning concepts and ability to translate them into accessible client discussions.

• Proficiency in CRM systems (e.g., Salesforce) and client engagement tools.

Equal Employment Opportunity Statement 

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.