What are the responsibilities and job description for the Concierge Specialist position at Modern Wealth Management?
The Concierge Specialist is responsible for contacting prospective clients, presenting the firm philosophy and product offerings, and setting the advisory team up for success. The Concierge Specialist gathers preliminary client data to build a baseline financial plan and introduces the prospect to their advisory team.
Primary Duties:
- Contact prospective clients via phone, email, or other communication channels to initiate conversations and establish rapport.
- Present the firm's philosophy, investment approach, and product offerings to prospective clients, highlighting the value proposition and benefits of working with our advisory team.
- Gather preliminary client data and information to build a baseline financial plan, including key financial goals, objectives, and risk tolerance.
- Introduce prospective clients to their assigned advisory team, facilitating seamless communication and collaboration throughout the onboarding process.
- Coordinate client meetings and appointments with the advisory team, ensuring timely follow-up and communication to address client needs and inquiries.
- Provide ongoing support and assistance to the advisory team, including preparing client materials, conducting research, and coordinating client communications as needed.
- Maintain accurate records and documentation of client interactions, inquiries, and preferences in CRM systems (e.g., Salesforce) to support client relationship management efforts.
Requirement
- Bachelor's degree in business administration, finance, marketing, or a related field; preparation or classwork towards attainment of CFP® certification preferred
- Preferred.2 years of experience in client services, sales, or customer-facing roles within the financial services industry.
Key Benefits
- Generous continuing education sup
- port100% company paid employee only premiums for Health, Dental & Vision Coverage.
- 4% Company 401k match, 100% vested
At Modern Wealth Management, we are committed to fostering a diverse, equitable, and inclusive workplace where all employees feel valued, respected, and empowered. We believe that a variety of perspectives and backgrounds strengthens our team and enhances our ability to serve our clients. We welcome and encourage applicants of all backgrounds, experiences, and identities to apply.
