Client Experience Concierge
Job in
Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listed on 2026-08-18
Listing for:
Bowen Wealth LLC
Full Time
position Listed on 2026-08-18
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Front Desk/Receptionist
Job Description & How to Apply Below
Bowen Wealth LLC is seeking a warm, organized administrator to be the first point of contact for clients in Mount Pleasant, SC. You will greet clients, manage the front desk, and maintain CRM records to ensure nothing falls through the cracks.
This role emphasizes confidentiality, professionalism, and reliability in a busy financial services office. The position focuses on service, organization, and supporting advisors and staff with daily administrative tasks, scheduling, and correspondence.
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