Client Service and Operations Support

The Client Concierge helps deliver an exceptional client experience while supporting the day-to-day operations of our financial planning practice. This role works closely with advisors and the operations team to coordinate service requests, new-business paperwork, meeting preparation, and timely follow-up.

The successful candidate will be organized, personable, proactive, and comfortable managing competing priorities in a professional environment. They will take ownership of follow-through, communicate clearly, protect confidential client information, and help create a consistent, welcoming experience.

Approximately 50%

· Prepare new business and client-service forms, obtain required signatures, submit paperwork, and track each item through completion.

· Maintain regular client contact, including scheduled proactive service calls.

· Serve as a point of contact for routine service requests and coordinate with clients, advisors, and Home Office partners to resolve open items.

· Prepare client files, paperwork, and meeting materials in advance of appointments.

· Identify service or technology issues affecting clients and communicate the information needed for timely resolution.

· Help provide consistent, professional, and welcoming client experience throughout each relationship.

Approximately 50%

· Welcome clients and guests and maintain a professional, client-ready office environment.

· Answer incoming calls, direct inquiries, and respond to routine client needs.

· Maintain accurate, timely CRM notes for client conversations, service requests, follow-up items, and completed tasks.

· Handle incoming and outgoing mail and client funds in accordance with firm procedures and compliance requirements.

· Coordinate projects, tasks, and deadlines for advisors and team leaders, escalating operational or service issues when appropriate.

· Provide general administrative and operational support to help the office run efficiently.

Required Qualifications

· Strong written and verbal communication skills, including a professional and courteous phone presence

· Demonstrated attention to detail, organization, time management, and follow-through

· Ability to manage multiple priorities and adapt to changing needs

· Sound judgment when handling confidential client information

· Working proficiency with Microsoft Word, Excel, Outlook, and general office technology

· Positive attitude and willingness to learn new systems and processes

Preferred Qualifications

· Experience in financial services, banking, insurance, or another professional-services environment

· Experience with CRM, workflow-management, document-management, or electronic-signature systems

· Experience processing forms or working in a regulated environment

· Prior client service or administrative experience

Why Join Traverse Advisory Group?

Join a growing financial planning practice where client relationships, dependable follow-through, and exceptional service are central to the work. You will collaborate closely with advisors and operations professionals, contribute directly to the client experience, and have opportunities to expand your knowledge and responsibilities.

We are looking for someone who wants to take ownership of the client experience, continue developing professionally, and become an integral part of a collaborative team.

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Paid training
• Professional development assistance

Education:

• Bachelor's (Required)

Work Location: In person

Salary : $40,000 - $45,000