Client Concierge

Job Summary

The Client/Sr. Client Concierge will play a vital role in ensuring client and team satisfaction by addressing service requests, resolving issues, and maintaining strong client relationships. Daily responsibilities will include processing a variety of operational requests such as account onboarding, maintenance, transaction entry, quarterly reporting, phones, scheduling, and other client and advisor requests. As a Client Concierge, you will need to be detail-oriented, have excellent written and oral communication skills, and have a proactive approach to client service and helping the team. We are seeking a team member who exemplifies professionalism, a commitment to confidentiality, a caring nature, and consistently demonstrates and delivers the highest level of client service. Candidates that fit into our culture enjoy being in a small firm environment, excel at managing the details, and are passionate about helping clients and their teammates. Future growth for a successful candidate will have an opportunity to increase their responsibility and contribute to the firm’s operational leadership. 

Skills

• Exceptional interpersonal skills and passion to help clients and teammates
• An aptitude to assess team and client needs
• Outstanding attention to detail, self-motivated, and an ability to prioritize multiple tasks in tight deadlines
• Have a desire to be coachable, collaborative, and curious

·        A minimum of one year experience in client service

·        Excellent written and verbal communication skills

·        Associate or bachelor’s Degree

Responsibilities

• Scheduling 450 clients by phone, email, or text at least 2x a year, by becoming an expert in Calendly
• Provide pro-active operational support for all existing and new clients, including but not limited to:
• Account transfers
• Move money requests
• Check deposits to client accounts
• Beneficiary updates
• Estate Processing
• Meet with clients when applicable for signatures and processing
• Review alerts and account transactions daily and follow up with custodian, or team
• Maintain paperless client files on our cloud‐based system and E-Money vault
• Resolve account-related compliance requests
• Track & submit insurance licensing and designation renewals and appointments
• Handle miscellaneous operational activities and projects
• Mail management
• Be a great teammate!

Pay range of $40,000 - $75,000. Benefits include 401(k), health insurance, vision insurance, and paid time off. 

Who we are

We help clients align their resources with their values. We are committed to putting our clients’ needs first and empowering action. Our aim is to help clients and team members find balance by reducing stress, alleviating worry, and finding opportunities to have fun.

We work primarily with business professionals and retirees. This narrow focus allows us to provide our clients with a unique level of expertise and understanding. We strive to understand every nuance and implication of our client’s lives, ranging from wealth management, tax planning, benefit optimization, and equity compensation. 

We don’t recommend anything to our clients that we don’t live by ourselves. Our core values are central to our process and define everything we do. If you like being part of a team, want to actively participate in a growing firm, and are in perfect alignment with our core values, Balanced Wealth Group, LLC may be a good fit for you. 

Core Values 

·        Always do the right thing 

·        Be helpful 

·        Empower action 

·        Strive for balance 

·        Be generous 

·        Have fun and enjoy life