Wealth Management Client Concierge

Job Title: Wealth ManagementClient ConciergeLocation: Wallingford, CTStatus: Full-time, In-officeCompensation: $70,000 - $80,000

We are a tight-knit wealth management firm serving successful professionals, business owners, individuals and families. For more than 27 years, we have been helping our clients work toward financial independence with our personalized approach to wealth planning, accumulation, and preservation. We pride ourselves on our white-glove service experience grounded in integrity, passion, and a commitment to excellence.

We are seeking a dedicated and personable Wealth Management Client Concierge to join our team. This is a dual role position including both reception and client service responsibilities. In this role, you will serve as the initial point of contact for our clients, providing exceptional support and ensuring customer satisfaction. The ideal candidate will be detail oriented, possess excellent written and verbal communication skills, and have a passion for helping others. This position offers an engaging work environment where your interpersonal skills can shine and contribute to the success of our organization.

Sounds appealing? We operate with a set of shared values: hard work, humility, optimism and responsiveness. We are building a team with people who share our vision and want to make a real impact. This is an exciting opportunity to welcome a Wealth ManagementClient Concierge to the team who will make sure clients receive seamless, proactive, and thoughtful service.

The attributes that we are looking for in a teammate include:

• Client first attitude
• Strong work ethic
• Unwavering attention to detail and accuracy
• Strong relationship management skills
• Problem-solving skills
• Team oriented mindset
• Self-motivated, organized, and deadline-driven
• Exceptional verbal and written communication skills
• Professional integrity and discretion with confidential matters
• Ability to work collaboratively

As a Wealth Management Client Concierge you can expect to:

• Respond promptly and professionally to customer inquiries via phone & email
• Provide accurate information regarding products, services, and account details
• Assist customers with troubleshooting issues and resolving complaints
• Maintain comprehensive records of customer interactions using data entry and CRM systems
• Follow up with clients to ensure their needs are fully addressed
• Collaborate with team members to improve service processes and customer experience
• Handle cash transactions accurately when necessary
• Demonstrate strong phone etiquette and communication skills during outbound calls or follow-ups
• Prepare and process client paperwork accurately
• Coordinate advisor calendars and client meetings

Qualifications for this role include:

• Strong computer skills, including proficiency with MS Office Suite
• Bachelor’s Degree preferred
• 3-5 years of Wealth Management experience
• 3+ years of experience in the role or similar role
• Experience with data entry, analysis skills, and typing proficiency is a plus
• Knowledge of sales techniques and customer relationship management (CRM) systems preferred
• Previous experience handling cash transactions or in a retail environment is a plus
• Series 7, 66 and SIE (preferred/willing to obtain)
• Demonstrated ability to work in a fast-paced environment

Benefits:

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

As a Wealth Management Client Concierge, you'll work alongside driven, caring professionals, helping successful individuals and families pursue their dreams with clarity and confidence. This role offers an opportunity to develop valuable communication and problem-solving skills within a dynamic team environment. We seek candidates who are eager to deliver outstanding customer service while advancing their professional growth.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!