Client Concierge

Join a growth-oriented financial firm where career advancement opportunities are limitless. As a Client Concierge, you'll be part of a passionate and energetic team dedicated to delivering outstanding client experiences in an upscale work setting.

• Follow-up with clients weekly throughout their process & prioritize day-to-day tasks
• Work closely with advisors and team members to create an exceptional experience for prospects and clients
• Maintain up-to-date Calendar (Outlook) and CRM (Salesforce) systems

• Bachelor’s Degree
• Highly personable with a fantastically optimistic outlook on work and life
• Strong organizational and project management skills
• Innovative problem-solver with meticulous attention to detail
• Results-driven, team-oriented mindset
• Self-motivated and able to prioritize tasks and follow through
• Ability to multi-task in a fast-paced, deadline-driven environment
• Professionalism and positive service attitude at all times
• Highly proficient in MS Office Suite

• Prior experience in finance or high-level customer service
• Familiarity with CRM systems, especially Salesforce
• Demonstrated commitment to professional development and ongoing education

• Base salary: $40,000–$48,000/year + bonus opportunities
• Generous Paid Time Off
• Subsidized health, dental, vision, accident/hospital, identity theft, legal, and pet insurance
• 401(k) with matching, company-paid life insurance
• Health savings account, flexible spending account
• Employee assistance program
• Paid training, referral program, quarterly/monthly bonus programs
• Professional development assistance and continuing education
• Regular team building & upscale client events
• Company-provided snacks, coffee, gifts for anniversaries/birthdays

• Monday-Friday, 8am–5pm or 9am–6pm
• Occasional evening/weekend client events (ending around 7:30pm)

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at