What are the responsibilities and job description for the Client Liaison position at Elevate Talent Advisors LLC?
Client Concierge
Location: Middleton, Wisconsin
Compensation: $40,000–$60,000 base quarterly performance bonuses
Overview
Crownstone Wealth Management is seeking a Client Concierge. We are seeking a warm, polished, and detail-driven professional who ensures every client interaction reflects the firm’s commitment to excellence. This is a client-facing, relationship-centered role built for someone who thrives on multitasking, anticipates needs before they arise, and elevates the client experience from the moment they walk through the door.
Key Responsibilities
- Serve as the first point of contact for all client interactions - greeting clients, answering calls, and creating a welcoming environment.
- Engage clients in genuine 3-5 minute conversations to build rapport and surface personal “breadcrumbs” that help the team deliver more personalized service.
- Manage the scheduling, coordination, and preparation of client meetings and reviews.
- Support the advisory team by handling administrative tasks such as sending invoices, tracking follow-ups, and maintaining accurate client records.
- Proactively anticipate client and advisor needs to ensure seamless operations and client satisfaction.
- Communicate with clients professionally and efficiently via phone, email, and in person.
- Represent the firm’s culture and values as the articulate, organized, and reliable “face of the office.”
Ideal Candidate
- High attention to detail - nothing slips through the cracks.
- Strong multitasking skills - able to manage multiple priorities with grace.
- Polished communicator - comfortable engaging clients and team members with warmth and professionalism.
- High motor and positive energy - thrives in a fast-paced environment.
- Client-centric mindset - focused on creating a memorable, high-touch experience for every client.
- Naturally curious - able to pick up subtle client cues and use them to deepen relationships.
- Tech-savvy, organized, and dependable - able to execute consistently without micromanagement.
Compensation & Growth
- Base salary: $40,000–$60,000 depending on experience
- Quarterly performance bonuses
- Opportunities for professional development and long-term growth within a leading boutique wealth management firm
Salary : $40,000 - $60,000