Client Concierge

What is a Client Concierge?

Step into an instrumental role as a Client Concierge with a private wealth advisory practice of Ameriprise Financial Services. The Client Concierge is responsible for the face-to-the-client, high-touch, stimulating experience. The Client Concierge is an energized team member whose focus to provide our clients and associates with a WOW experience that reflects the brand of our organization. A successful Client Concierge should bring high-energy with a positive demeanor every day, and is also tech-savvy.

What are the responsibilities of a Client Concierge?

Responsible for all elements of the first impression that a client receives with our practice. This includes:

• Providing a positive, high-energy experience when clients arrive and depart the office.
• Being familiar with the client, their background, and history with the practice.
• Acting as a resource to the client for questions that they have during their visit.
• Maintaining a clean, organized environment in all client locations, such as the reception area, conference rooms, and other common spaces.
• Extending great hospitality by knowing the client’s preferences for their client meeting, including food, beverages, as well as additional support needs.
• Answering and managing the company phone line, directing calls to the appropriate resource.
• Schedule client appointments and prepare agendas/ forms for appointments.
• Conduct client appointment reminder calls/emails and check-in calls on follow up items.

Responsible for managing client relationship tools and being the practice liaison to ensuring up-to-date information on client preferences. This includes:

• Ensuring up-to-date information on all client preferences in the CRM.
• Utilizing client preferences to drive a real and engaged client experience.
• Track client special events and make appropriate contact per established client contact model.
• Utilization of Advisor Texting platform and managing practice email for timely communication with clients.
• Manage Marketing on Demand (MOD) and marketing-related tasks like managing the company website and publishing blog posts, articles, and content.
• Copy and track all client and practice materials including business correspondence
• Copy and follow-up with home office on related issues.
• Onboard new clients and assist with the client onboarding process.
• Set up and manage prospects within the CRM.
• Open and close the office as needed.
• Manage office administrative tasks, including scanning and depositing checks, as well as checking and sorting mail.

What are the most important attributes of a Client Concierge?

• Vibrant, friendly personality with a focus on providing a high-level client experience.
• Strong written and verbal communication skills.
• Effective with technology and able to quickly learn new tools.
• Organizational skills that can manage a large volume of client preferences.
• Focused on presentation, ensuring that the “first impression” is delightful and positive.
• Preferred local community roots in Faribault or surrounding areas to foster stronger client relationships and community engagement.

What are additional details of a Client Concierge?

This is a full-time role. The hours for this position are:

• Monday-Thursday: 8:30 A.M. - 5:00 P.M.
• Friday: 8:30 A.M. - 3:00 P.M.
• This is a fully in-office position (no remote option available).

What do you receive as an employee of our organization?

• $45,000-$55,000 per year
• Semi Annual bonus eligibility
• Health Insurance coverage offered
• Paid time off, in addition to paid holiday time (tied to federal holiday schedule)
• 401(k) with employer match up to 3.5%

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Ability to Commute:

• Faribault, MN 55021 (Required)

Work Location: In person

Salary : $45,000 - $55,000