Client Center Concierge, Fresno Office

• Location 1312 W Herndon Ave,Fresno, CA, 93711,United States

Plancorp is seeking a Client Center Concierge to join our team in Fresno, California. Plancorp advocates for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive, holistic financial planning and investment advisory services for individuals, families, business owners, nonprofit organizations, and institutional clients. We assist clients in articulating meaningful goals and attaining those goals through actions and strategies consistent with their specified values.

Nationally recognized fee-only RIA firm

In business for 40+ years

AUM approx. $10 billion

The Client Center Concierge is responsible for creating a welcoming, professional experience for clients and visitors while helping ensure the smooth operation of our Fresno office. This is a fully onsite, in-person role for someone who genuinely enjoys hospitality, administrative support, and being a consistent resource for clients and colleagues.

As with all positions at Plancorp , duties may change from time to time, but in general, this role will do the following:

Greet clients and visitors to the office with warmth and professionalism.

Keep the conference center tidy by ensuring chairs are pushed in, guests’ mugs and glasses are picked up, surfaces are wiped, and tissue boxes are available in each conference room.

Answer phone calls and forward calls or direct callers to voicemail for employees who are out of the office.

Check Outlook for conference room availability.

Order office supplies, beverages, food for events, and lunch.

Maintain the lunch calendar.

Serve as a notary public.

Receive employee packages and ensure they are picked up.

Serve as a liaison with building management.

Set up chairs and meeting spaces for internal meetings.

Interact with office vendors and service providers.

Ensure deliveries are received and routed appropriately.

Ensure coffee is brewed and the reception area remains welcoming.

Help facilitate client requests and proactively support the needs of clients, visitors, and colleagues.

Experience with in a professional services environment.

Previous experience in reception, executive assistance , hospitality, or office management where white-glove service is required .

A genuine interest in concierge, hospitality, administrative, and office operations work .

Excellent communication skills and the ability to make clients feel valued and comfortable.

Proficiency in Microsoft Outlook required; knowledge of other Microsoft products is helpful.

Ability to multitask and manage time effectively.

Strong organizational skills, attention to detail, reliability, and follow-through.

Experience with office management and administrative tasks.

Notary public certification required .

High school diploma or GED required .

Ability and enthusiasm to work fully onsite in our Fresno, California office each business day.

Compensation for this role ranges from: $55,000 - $57,000 annually with a 10% bonus plan

You’ll have the opportunity to learn from our team of experts, do work that touches people’s lives, and be a part of our unique culture. We take great care of the people who take care of our clients. Our comprehensive rewards package includes annual bonuses, daily catered lunch. People from underrepresented communities are encouraged to apply. We look forward to meeting you!