What are the responsibilities and job description for the Client Concierge position at Laurel Oak Wealth Management?
Client Concierge | Laurel Oak Wealth Management | Marlton, NJ
Laurel Oak Wealth Management is a private wealth management group located in Marlton, New Jersey. We have been providing financial planning services to a wide variety of individuals and families for over 30 years. Our team is dedicated to helping clients achieve their financial goals with personalized financial advice for all stages of life.
We are seeking a warm, organized, and proactive Client Concierge to be the welcoming face of our office. This role is the heartbeat of our day-to-day operations. You will be the first impression clients have when they walk through our door or call our office, and your attention to detail and care for the client experience will set the tone for every interaction.
Position Details:
- Full-time, salaried
- 8:30 AM – 4:30 PM
- PTO and flexible days
- 401(k), vision & dental coverage
- On-site – must be in NJ/Philadelphia area
Key Responsibilities:
- Answer inbound client calls and serve as a warm, professional first point of contact
- Greet and welcome clients and visitors as they arrive, creating a strong first impression
- Schedule and coordinate client meetings - phone calls, Zoom sessions, and in-person appointments
- Prepare meeting prep sheets so advisors are ready and clients feel remembered
- Upload and maintain scanned meeting notes and documents
- Monitor and order office supplies to keep the office running smoothly
Qualifications:
- Prior experience in a front desk, receptionist, or client-facing role preferred
- Strong communication skills - warm, clear, and professional on the phone and in person
- Exceptional organizational skills and attention to detail
- Discretion and professionalism when handling confidential client information
- Ability to manage multiple priorities calmly in a fast-paced environment
- Experience with scheduling software or CRM platforms a plus
- Interest in financial services or wealth management a plus
To apply: Submit your resume to Jamie Smith at jamie.smith@laureloakwealth.com
Learn more at www.laureloakwealth.com