What are the responsibilities and job description for the Wealth Management Client Concierge position at Transcend Practice Management?
Wealth Management Client Concierge
Location: Willoughby Hills, OH
Status: Full-time, In-office
Compensation: $60,000 -- $65,000 (based on experience)
We are an independent wealth management firm that has been guiding pre-retirees, retirees, widows, and businesses throughout Northeast Ohio and nationwide for decades. With broad experience in every aspect of financial and retirement planning, we deliver an integrated plan
including tax and estate planning, maximizing social security benefits, investment management and protecting loved ones.
We are excited to have an opportunity to welcome a Wealth Management Client Concierge to our team! As a tight knit, service-oriented team, we work collaboratively to bring our values to life each day: hard work, humility, integrity, optimism, responsiveness and doing whatever
needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to our clients so that they always feel they are receiving our utmost attention. Being their advocate is the highest honor for us.
As a Wealth Management Client Concierge, you will work directly with our firm’s leaders as well as the other members of our team to execute and support our business objectives. The ideal candidate will bring a mixture of excellent written and verbal communication skills,
project management savviness, executive presence, and a track record of successful operational and administrative support.
The attributes that we look for in teammates include:
- Strong interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base
- Client first attitude
- Problem solving and strategic thinking
- Strong organizational skills
- Anticipating the needs of clients and advisors
- Desire to be a long-term contributing member of the team
- Strong attention to detail
- Positive attitude, team player
- Unwavering attention to detail and accuracy
- Organizational and time management skills
- Proactive preparedness
- Strong relationship management skills
- Problem solving skills
- Leadership abilities
- True team player
- Results-driven mindset
- Self-motivated, organized, and deadline-oriented
- Exceptional verbal and written communication skills
- Professional integrity and discretion in handling confidential matters
- Ability to work independently or collaboratively
As a Wealth Management Client Concierge, you can expect to:
- Serve as the first point of contact for clients, creating a warm, welcoming, and professional office experience
- Provide administrative and operational support to advisors while ensuring exceptional client service and efficient day-to-day office operations.
- Greet clients and visitors, ensuring every interaction reflects a professional and welcoming environment.
- Build trusted relationships with clients and team members by anticipating needs, maintaining confidentiality, and delivering a high level of service.
- Answer, screen, and route incoming phone calls while providing excellent customer service.
- Support the planning and execution of client appreciation events, including coordinating timelines, invitations, logistics, vendors, and event details.
- Coordinate office vendors and ensure the office environment is well maintained
- Complete paperwork to a high degree of accuracy and in a timely manner.
- Proactively anticipate the needs of advisors and teammates to improve efficiency and client service.
- Maintain appropriate turnaround time on all items.
Qualifications for this role include:
- Wealth management or financial services experience is preferred
- Bachelor’s degree preferred
- Strong computer skills, including proficiency with MS Office Suite
- Ability to multitask, prioritize and operate under tight deadlines
- 3 years of experience in a similar role(s)
- Strong client facing experience
- Basic bookkeeping or QuickBooks experience is a plus
- Demonstrated ability to handle confidential information with discretion
- Ability to work in a fast-paced environment
- Exceptional oral and written communication skills
- A positive, collaborative attitude and professionalism under pressure
If you are interested in being part of great team that positively impacts our clients, we urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!
Salary : $60,000 - $65,000