Concierge Service Associate

About 49

At 49 Financial, we’re on a mission to develop and empower the next generation of financial advisors—driving impact through growth, integrity, and service. As a values-based firm with offices nationwide, we’re committed to creating community and simplifying lives through thoughtful financial planning.

Our headquarters team plays a critical role in making that mission possible. Every function—from marketing and operations to recruiting, training, and beyond—is designed to support our advisors as they serve clients with excellence. Guided by our motto, “Two Are Better Than One,” we operate in a collaborative, team-based model where mentorship and shared success are foundational.

Our industry, financial services, needs to evolve. While the average advisor in the U.S. is nearing retirement, our firm brings a fresh, strategic edge by equipping younger advisors with the tools, training, and support they need to thrive. Behind every client experience is a high-performing HQ team making it happen.

If you're energized by innovation, driven by purpose, and passionate about building something bigger than yourself, you’ll find a meaningful career here at 49 Financial.

About the Role

The Concierge Service Associate is the dedicated day-to-day contact for a select group of clients within our Fractional Family Office (FFO). This role is built for a highly organized, service-focused professional who thrives in a high-touch environment. You will act as the central coordinator for each client relationship—ensuring seamless communication, coordinating with internal and external partners, and proactively managing client needs. This is not a planning role, but a relationship and execution role that requires exceptional service standards, attention to detail, and a commitment to helping families stay informed, prepared, and well supported.

About the Role

The Concierge Service Associate is the dedicated day-to-day contact for a select group of clients within our Fractional Family Office (FFO). This role is built for a highly organized, service-focused professional who thrives in a high-touch environment. You will act as the central coordinator for each client relationship—ensuring seamless communication, coordinating with internal and external partners, and proactively managing client needs. This is not a planning role, but a relationship and execution role that requires exceptional service standards, attention to detail, and a commitment to helping families stay informed, prepared, and well supported.

Key Responsibilities

Client Relationship Management

• Serve as the main point of contact for a book of FFO clients, delivering consistent and responsive service.
• Conduct regular check-ins to anticipate needs, address concerns, and maintain high engagement.
• Facilitate and prepare for client meetings, including scheduling, materials, and follow-ups.
• Send weekly status updates with key actions, outstanding items, and next steps.

Onboarding & Service Coordination

• Lead the onboarding process for new clients—ensuring a smooth transition and clear expectations.
• Coordinate across the client's external team (e.g., legal, tax, insurance) to ensure alignment and timely action.
• Manage inbound requests and proactively follow up on tasks, ensuring nothing falls through the cracks.
• Keep clients informed on all service activity and updates, acting as the central communicator for their financial life.

Operations & Service Execution

• Process service requests such as new account openings, money movements, document updates, and custodial forms.
• Track ongoing action items to ensure timely resolution and consistent follow-through.
• Maintain clean and accurate records in internal systems (e.g., CRM, task trackers).
• Ensure all FFO deliverables (e.g., reviews, financial updates) are scheduled and completed on time.

Core Skills & Competencies

Education & Experience

• Bachelor’s degree in business, finance, economics, or a related field.
• Minimum of 5 years’ experience in a client-facing role with a strong emphasis on personalized, high-touch client service.
• Experience within a sales-focused organization is preferred.

Client Service & Relationship Management

• Builds strong rapport with high-net-worth individuals and families.
• Exceptional interpersonal, verbal, and written communication skills.
• High emotional intelligence with a client-first mindset.
• Communicates clearly, proactively, and professionally across stakeholders.
• Skilled in translating internal updates into client-facing communication.

Project & Operations Management

• Manages multiple clients and projects with strong time management and prioritization.
• Self-directed with minimal oversight.
• Coordinates tasks across teams using CRMs (e.g., Salesforce), document tools, and tracking systems.
• Knowledgeable in financial services operations, including custodial forms and account setup.

Detail Orientation & Discretion

• Maintains high accuracy in documentation, scheduling, and notetaking.
• Handles sensitive information with discretion and professionalism, especially in UHNW environments.