Client Concierge & Events Coordinator

Client Concierge & Events Coordinator

Juniper Wealth Management | Scottsdale, AZ

Full-Time | In Office

$55,000-$70,000 Quarterly Bonus Opportunity Benefits

Join One of Scottsdale's Fastest Growing Retirement Planning Firms

Juniper Wealth Management is seeking an energetic, organized, people-focused professional to serve as the face of our firm and the driving force behind our client experience and educational events.

This is not a traditional receptionist position.

This is a highly visible role that combines client service, event coordination, appointment scheduling, marketing support, and relationship management. You will work directly alongside our Founder and Financial Advisors while helping retirees and pre-retirees navigate some of the most important financial decisions of their lives.

If you thrive in a fast-paced environment, enjoy building relationships, love coordinating events, and take pride in creating exceptional experiences, we would love to meet you.

What You Will Do

Client Concierge & Front Office Experience

• Welcome clients and guests with a warm, professional experience
• Serve as the first point of contact for incoming calls and inquiries
• Coordinate advisor calendars and schedule appointments
• Confirm appointments through phone, text, and email outreach
• Manage appointment reminders and follow-up communications
• Maintain accurate records within our CRM system
• Assist with client touchpoints, birthday programs, and appreciation initiatives
• Ensure the office remains professional, organized, and client-ready

Event Coordination

• Coordinate educational dinner seminars and retirement workshops
• Manage RSVPs and attendee communications
• Qualify prospective attendees through phone conversations
• Attend evening workshops and seminars
• Welcome and register guests at events
• Assist with appointment scheduling during and after events

Prospect Follow-Up & Appointment Setting

• Contact prospective clients who request information online or register for events
• Follow up with seminar attendees to schedule appointments
• Build rapport and encourage qualified prospects to meet with an advisor
• Maintain consistent follow-up processes through phone, email, and text
• Help keep advisor schedules full with qualified appointments
• Deliver an exceptional experience throughout the prospect journey

Marketing Support

• Assist with seminar marketing campaigns
• Coordinate email invitations and event communications
• Support social media and community outreach efforts
• Assist with presentation materials and event collateral
• Work closely with marketing vendors and agency partners

What Makes Someone Successful In This Role

You are:

• Naturally positive and energetic
• Highly organized and detail-oriented
• Comfortable talking with people all day
• A strong communicator both verbally and in writing
• Resourceful and proactive
• Able to juggle multiple priorities without missing details
• Comfortable working in a fast-paced environment
• Motivated by helping people
• Excited to be part of a growing company

Most importantly, you genuinely enjoy building relationships and creating exceptional experiences.

Preferred Qualifications

• 2 years of experience in client service, hospitality, event planning, customer service, scheduling, sales support, or administrative coordination
• Experience in financial services is helpful but not required
• Strong phone skills and confidence speaking with prospective clients
• Experience coordinating events, meetings, or customer experiences
• Proficiency with Microsoft Office
• Experience with CRM systems is a plus
• Excellent organizational and time management skills

Compensation & Benefits

• Competitive salary: $55,000 - $70,000
• Quarterly performance bonus opportunity
• Health insurance
• Dental insurance
• Vision insurance
• Paid Time Off
• Paid Holidays
• Birthday Off
• Professional development opportunities
• Career growth within a growing financial advisory firm

Schedule

• Monday through Friday
• 8:30 AM to 5:00 PM
• In-office position
• Approximately 2-4 evening events per month

Why Join Juniper Wealth Management?

At Juniper Wealth Management, our mission is to help people retire with confidence through conservative financial strategies, tax-efficient planning, and exceptional client service.

We believe culture matters. We work hard, support one another, celebrate wins, and genuinely enjoy helping our clients and each other succeed.

If you are looking for a career - not just a job - and want to be part of a team that values professionalism, growth, and making a meaningful impact, we would love to hear from you.

Apply today and tell us why you would be a great addition to our team.