Client Concierge
Client Concierge
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Job Description
About Us
Everspring Wealth is a Private Wealth Advisory practice of Ameriprise Financial. We are clientfocused wealth advisory practice dedicated to delivering exceptional financial guidance and service. We pride ourselves on fostering longterm relationships with employees clients and the community built on trust expertise and personalized care.
Position Overview
We are seeking a highly organized and clientcentric Client Concierge to support our financial advisory team. This role is pivotal in ensuring a seamless client experience by managing appointments handling client service requests and executing transactions with precision. It is essential to have a high degree of integrity honesty commitment and trust. The financial health image and goodwill of the company are highly influenced by the person holding this position. If you thrive in a detailoriented environment and enjoy problemsolving this is a great opportunity to be part of a dynamic team.
Key Responsibilities
- Schedule and coordinate client appointments.
- Facilitate new client onboarding and intake processes.
- Assist clients with online account setup secure email access and troubleshooting.
- Proactively manage and resolve client service requests.
- Liaise with the corporate office to address and resolve account errors.
- Provide clients with readily available information related to their accounts.
- Maintain and update the client management system.
- Support practice marketing efforts including managing Social Media activities.
- Monitor and respond to emails in a timely manner.
- Execute trades and process financial transactions as directed by the advisor.
- Utilize and understand specialized financial tools and internal processes.
- Plan and prioritize work using calendars task management systems and workflow tools.
- Perform additional administrative and operational duties as assigned by the Financial Advisor(s).
Qualifications & Skills
- Previous experience in financial services client support or administrative roles is preferred.
- Strong organizational and timemanagement skills.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite and Client Management software.
- Ability to work independently and prioritize multiple tasks efficiently.
- High level of attention to detail and problemsolving skills.
- Understanding financial terminology and regulatory guidelines is a plus.
- Must be able to maintain confidentiality and adhere to compliance standards.
Compensation & Benefits
- Hourly Rate: $22 $25 per hour (based on experience).
- Retirement: SIMPLE IRA.
- Insurance: Health Dental Vision and Life Insurance.
- Paid Time Off: PTO and Paid Holidays.
Why Join Us
- A collaborative and supportive team environment.
- Opportunities for professional development and career growth.
- Competitive compensation and benefits package.
If you are a proactive detailoriented professional with a passion for delivering outstanding client service we would love to hear from you!
Employment Type
Full-Time
