What are the responsibilities and job description for the Concierge Associate - New Job Opening position at Modern Wealth Management?
About This Job
Modern Wealth Management
Location: Lenexa, Kansas, United States
Work Mode: On-site
Category: Financial Services
Job Description
The Senior Concierge Specialist plays a pivotal role in cultivating prospective client relationships and ensuring a seamless, high-quality onboarding experience. Building upon the foundational responsibilities of a Concierge Specialist, this senior level position emphasizes deeper client engagement, enhanced financial plan preparation, and more strategic collaboration with advisors.The Senior Concierge Specialist serves as a trusted first point of contact, setting the tone for long-term client relationships and contributing to the firm's growth initiatives.Primary Duties:Contact prospective clients via phone, email, or other communication channels to initiate conversations and establish rapport.Present the firm's philosophy, investment approach, and product offerings to prospective clients, highlighting the value proposition and benefits of working with our advisory team.Gather preliminary client data and information to build a baseline financial plan, including key financial goals, objectives, and risk tolerance.Introduce prospective clients to their assigned advisory team, facilitating seamless communication and collaboration throughout the onboarding process.Coordinate client meetings and appointments with the advisory team, ensuring timely follow-up and communication to address client needs and inquiries.Provide ongoing support and assistance to the advisory team, including preparing client materials, conducting research, and coordinating client communications as needed.Maintain accurate records and documentation of client interactions, inquiries, and preferences in CRM systems (e.g., Salesforce) to support client relationship management efforts.RequirementBachelor's degree in business administration, finance, marketing, or a related field; preparation or classwork towards attainment of CFP® certification preferred4 years of experience in client services, sales, or customer-facing roles within the financial services industry.Strong knowledge of financial planning concepts and the ability to translate them into accessible client discussions.Proficiency in CRM systems (e.g., Salesforce) and client engagement tools.Key BenefitsGenerous continuing education support100% company paid employee only premiums for Health, Dental & Vision Coverage.4% Company 401k match, 100% vestedAt Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.
Apply now!
Modern Wealth Management
Location: Lenexa, Kansas, United States
Work Mode: On-site
Category: Financial Services
Job Description
The Senior Concierge Specialist plays a pivotal role in cultivating prospective client relationships and ensuring a seamless, high-quality onboarding experience. Building upon the foundational responsibilities of a Concierge Specialist, this senior level position emphasizes deeper client engagement, enhanced financial plan preparation, and more strategic collaboration with advisors.The Senior Concierge Specialist serves as a trusted first point of contact, setting the tone for long-term client relationships and contributing to the firm's growth initiatives.Primary Duties:Contact prospective clients via phone, email, or other communication channels to initiate conversations and establish rapport.Present the firm's philosophy, investment approach, and product offerings to prospective clients, highlighting the value proposition and benefits of working with our advisory team.Gather preliminary client data and information to build a baseline financial plan, including key financial goals, objectives, and risk tolerance.Introduce prospective clients to their assigned advisory team, facilitating seamless communication and collaboration throughout the onboarding process.Coordinate client meetings and appointments with the advisory team, ensuring timely follow-up and communication to address client needs and inquiries.Provide ongoing support and assistance to the advisory team, including preparing client materials, conducting research, and coordinating client communications as needed.Maintain accurate records and documentation of client interactions, inquiries, and preferences in CRM systems (e.g., Salesforce) to support client relationship management efforts.RequirementBachelor's degree in business administration, finance, marketing, or a related field; preparation or classwork towards attainment of CFP® certification preferred4 years of experience in client services, sales, or customer-facing roles within the financial services industry.Strong knowledge of financial planning concepts and the ability to translate them into accessible client discussions.Proficiency in CRM systems (e.g., Salesforce) and client engagement tools.Key BenefitsGenerous continuing education support100% company paid employee only premiums for Health, Dental & Vision Coverage.4% Company 401k match, 100% vestedAt Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.
Apply now!