Client Concierge

Client Concierge

Step into an instrumental role as an Client Concierge with Studio Wealth Advisory Group, a Private Wealth Financial Advisory practice with Ameriprise Financial. This company is built on strong values and principles and strives to uphold the highest levels of integrity, honesty, caring, and thoughtfulness while delivering excellent advice. This role will help to fulfill the company’s mission with a focus on fostering professional relationships with peers and with clients.

The Client Concierge supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The Client Concierge allows the advisors the assurance they need to know that their practice is being maintained and supported within Ameriprise Financial guidelines.

This role provides administrative support by scheduling meetings, preparing client communications and tracking correspondence. This role is responsible for responding to requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, scanning, and maintaining client data and records.

As an Client Concierge, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Responsibilities and time allocation – will change over time to meet the needs of the practice and can include other duties.

• Schedule client appointments and prepare for meetings
• Conduct client meeting confirmation calls and texts
• Client check-in calls on follow up items
• Greet clients upon arrival and extend hospitality to clients, including food, beverages, as well as additional support needs
• Manage the scheduling of meetings and appointments with external partners, such as wholesalers and business partners
• Set up and maintain client management system
• Work with home office to ensure accurate account setup and resolve issues
• Document client contacts/calls
• Prepare correspondence for advisor signature
• Copy and track all client and practice materials
• Write notes or letters to clients on of administrative nature
• Review and update client information as needed for client review meetings
• Maintain files and records in accordance with the records retention policy
• Assist with marketing activities
• Assist the advisors and fellow team members
• Maintain office supplies and order as appropriate
• Utilization of Advisor Texting platform and managing practice email for timely communication with clients
• Ensuring up-to-date information on all client preferences in the CRM
• Utilizing client preferences to drive a real and engaged client experience

Key Traits:

• Strong organizational and computer skills
• Direct attention to detail
• Effective communication with clients and team members
• Effective and efficient time management
• High level of interpersonal skills
• High level of comprehension
• Polite and clear phone manner
• Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise
• Ability to support and provide guidance for compliance
• Positive attitude and sincere willingness to constantly learn and grow
• Required experience with Microsoft Word, Excel, Outlook, and Teams (virtual meetings)
• Focused on presentation, ensuring that the “first impression” is delightful and positive

Office hours are 8:15-5:00 Monday through Thursday and 8:30-3:00 on Friday. Work week is expected to be 39 hours/week during the above-referenced office hours.

Job Type: Full-time

Pay: $21.00 - $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Rockford, IL 61107 (Required)

Work Location: In person

Salary : $21 - $24