Client Success Concierge

Client Success Concierge

* Part first impression, part right hand, part quiet force that keeps every day running like it was meant to.*

Kotini & Kotini is a non-traditional Virtual Family Office built for first-generation wealth builders who refuse to settle for fragmented advice and reactive planning. We weave tax strategy, risk management, legal services, business advisory, wealth design, and lifestyle concierge into one seamless experience. No silos. No scrambling. Just proactive planning that preserves the past, empowers the present, and creates the future.

We believe complexity should dissolve into confidence and calm, a feeling we call SWAN:
Sleep Well s role helps us deliver that feeling to every client and to the leader steering the ship.

The Client Success Concierge is the warm, organized presence clients feel the moment they walk in and the steady hand the CEO relies on behind the scenes. You blend genuine hospitality with high-level executive support, so relationships stay strong, calendars stay honest, and nothing slips through the cracks.

If you like people, love a system, and take quiet pride in being the reason things run smoothly, you will feel right at home here.

• Own client communications as the friendly, professional first point of contact by phone, email, and in person.
• Schedule and coordinate meetings across the team, clients, and outside partners, keeping everyone in sync and on time.
• Build and help prepare client presentations that look polished and stay on-brand.
• Facilitate meetings with partners and clients, from setting the room to capturing follow-ups.
• Work closely with the specialist teams to move any of the specialist introduction process forward, including presentations and applications.
• Handle data entry and file organization at a high volume, with the accuracy that keeps our files clean and audit-ready.
• Process client payments promptly and accurately, and keep clear records of every transaction.

• Manage the CEO's/Teams calendar, protecting focus time, resolving conflicts, and keeping the days realistic.
• Guard the gate by triaging the inbox, flagging what is urgent, and drafting responses on the CEO's behalf.
• Prepare agendas, briefing notes, and clean follow-up summaries before and after every key meeting.
• Coordinate travel, logistics, and event details so the only thing left to do is show up prepared.
• Track expenses, reconcile receipts, and keep simple, reliable records the team can trust.
• Handle confidential matters with discretion, treating sensitive client and firm information as the privilege it is.
• Keep our systems current across the K&K tech stack, including tools like Wealthbox, Share File, Right Capital, Jotform, and Fathom (training provided).

• Previous experience as a receptionist, administrative assistant, or executive assistant (preferred, not required).
• Proficiency with Word and Excel, plus strong typing and data entry skills.
• Clear, warm verbal and written communication.
• Excellent time management and the instinct to prioritize what matters most.
• A detail-oriented mindset. This one is not negotiable.
• Comfort learning new software quickly and keeping records tidy.
• A valid driver license and reliable transportation for occasional local travel.
• Discretion, professionalism, and a genuine care for the people you serve.

• Do you like helping people and building real relationships?
• Are you super organized and action oriented?
• Do you like to socialize and have fun?
• Are you detail oriented, down to the last comma?
• Are you great at documenting?
• Do you find comfort in consistency?
• Are you a natural problem solver?
• Do you believe in working hard and playing harder?
• Do you want to build a rewarding career, make a real difference in people's lives, learn from the best in the industry, and actually enjoy the ride?

Here you will not be a cog in someone else's machine. You will be the concierge to a growing firm, trained alongside experienced advisors, and trusted with work that genuinely matters to families and businesses. We take our clients seriously and ourselves a little less so, because the best relationships are built on both excellence and warmth.

Preserve the past. Empower the present. Create the future. If that resonates, so will you.