Client Concierge

Konvergent Wealth Partners; Gig Harbor (WA); On-site; USD 60,000 - 80,000; Full time

Job summary

Integrated Private Wealth is seeking a Client Concierge to own the experience of our most strategic clients. You will coordinate across advisors, operations, and external partners to ensure seamless delivery of services and timely updates.

In this role you will combine luxury hospitality sensibilities with wealth-management discipline, maintaining discretion, and driving proactive communications to keep clients informed and confident in our capabilities.

Qualifications

• Five+ years of experience in luxury hospitality, family office support, private aviation or yachting, or wealth management.
• Ability to translate client needs into coordinated actions and outcomes.
• Experience managing multiple high-priority relationships with attention to detail.

Responsibilities

• Own the onboarding experience for strategic clients with a seamless, personalized transition.
• Develop and maintain client experience profiles with communication preferences and key dates.
• Create individualized engagement plans and coordinate touchpoints to deepen trust.
• Conduct client experience reviews to ensure value realization and partner network leverage.
• Provide proactive, clear communication on status, next steps, and timing.

Skills

Luxury hospitality

Family office support

Private aviation

Wealth management

Executive support

High-touch service

Client coordination

CRM proficiency

Education

Bachelor's degree preferred

Tools

CRM systems

Workflow software

Job description

Full-Time | Primarily Onsite | Salary: $60,000 - $80,000 DOE

About the Role

Client Concierge

STRATEGIC CLIENT EXPERIENCE

Company

Integrated Private Wealth

Reports to

Chief of Staff

Location

Gig Harbor, Washington

Status

Full-Time | Primarily Onsite | Salary: $60,000 - $80,000 DOE

About the Role

The Client Concierge owns the experience of Integrated Private Wealth's most strategic clients. The role ensures each client feels known, supported, and confident that their needs and commitments are being coordinated across the firm and our trusted partner network.

This position combines the anticipation and personalization of luxury hospitality with the discipline, discretion, and follow-through required in wealth management. The Client Concierge listens for what matters, converts needs into coordinated action, keeps clients appropriately informed, and closes loops so clients do not have to coordinate parties or chase updates.

Role Ownership and Collaboration

The Client Concierge owns the client experience and the coordination surrounding it. The role is not responsible for delivering financial advice, processing transactions, or producing technical planning work. Instead, the Client Concierge connects the right resources, maintains visibility across commitments, anticipates gaps, and ensures clear follow-through.

Team

Primary Ownership

Client Concierge

Strategic client experience, coordination, visibility, proactive communication, and closed-loop follow-through.

Advisors

Financial advice, recommendations, and the overall advisory relationship.

Client Service & Operations

Transaction processing, service execution, records, and operational controls.

Planning & Specialists

Technical analysis, planning deliverables, and subject-matter expertise.

Key ResponsibilitiesStrategic Client Experience

• Own the onboarding experience for strategic clients, ensuring a seamless, personalized transition into the firm.
• Build and maintain secure client experience profiles that capture relevant communication preferences, key dates, family context, service expectations, and important relationships.
• Develop individualized engagement plans and coordinate meaningful touchpoints that deepen trust and anticipate future needs.
• Conduct periodic client experience reviews to confirm that clients are receiving the full value of the firm's capabilities and partner network.
• Provide warm, confident, and appropriately proactive communication so clients understand status, next steps, and timing without having to ask.

Coordination and Closed-Loop Execution

• Translate client conversations, meetings, and requests into clear actions, owners, deadlines, and follow-up plans.
• Use the firm's approved CRM and workflow systems as the source of truth for relevant client preferences, commitments, status, and next steps.
• Coordinate across advisors, operations, planning, external professionals, and service partners while retaining accountability for visibility and follow-through.
• Monitor commitments through completion, identify delays or handoff risks early, and elevate when needed.
• Exercise sound judgment about what should be documented, where it belongs, and who should have access.

Judgment, Discretion, and Problem Solving

• Assess unusual or sensitive requests in light of feasibility, confidentiality, compliance, reputational risk, and the client's intended outcome.
• Know when to handle a matter directly, coordinate the appropriate resource, or elevate to firm leadership.
• When a request cannot be fulfilled as presented, communicate professionally and offer thoughtful alternatives whenever possible.
• Preserve confidential client and firm information while maintaining the responsiveness expected in a high-touch environment.

Partner Network and Client Experience Improvement

• Build and maintain strong relationships with trusted external partners and monitor their responsiveness and service quality.
• Capture client feedback, identify recurring themes, and recommend practical improvements to the firm's client experience.
• Collaborate with the Chief of Staff, advisors, operations, and support teams to strengthen workflows, communication practices, and service standards.

Additional Team Support

• During periods of high business activity, provide limited support for client events, relationship-development initiatives, and proposal coordination when aligned with primary client-experience responsibilities.

What Success Looks Like

• Strategic clients experience a seamless, highly personalized onboarding process.
• Client experience profiles are complete, current, relevant, and maintained in approved systems.
• Commitments have clear owners and deadlines, and open items are followed through to completion.
• Clients receive proactive updates and do not need to chase the firm for status or next steps.
• Risks, delays, and service gaps are identified and elevated early.
• Client feedback and recurring themes lead to measurable improvements in the client experience.
• The firm's partner network is reliable, responsive, and aligned with IPW's service standards.

Qualifications

• Five or more years of progressively responsible experience in luxury hospitality, family office support, private aviation or yachting, client experience, wealth management, private banking, executive support, or another high-touch service environment.
• Demonstrated ability to translate client or principal needs into coordinated actions and completed outcomes.
• Experience managing multiple high-priority relationships, stakeholders, vendors, or professional service providers with exceptional attention to detail.
• Experience maintaining client, guest, or principal preferences using secure, shared systems; confidence learning CRM and workflow technology.
• Excellent written and verbal communication, including the ability to synthesize complex or sensitive matters into concise updates, recommendations, and next steps.
• Strong judgment, discretion, emotional intelligence, and the ability to establish trust with executives, professionals, and high-net-worth individuals.
• Comfort learning wealth-management terminology, professional boundaries, compliance expectations, and firm procedures.
• Experience serving high-net-worth or ultra-high-net-worth clients and prior exposure to wealth management, family office, private banking, or luxury services are strongly preferred.
• Bachelor's degree preferred, or an equivalent combination of education and relevant experience.

Key Competencies

Service Mindset

Creates thoughtful, personalized experiences without losing operational discipline.

Client Relationship Management

Builds trust, remembers what matters, and communicates with care and consistency.

Executive Presence

Represents the firm with warmth, confidence, polish, and sound judgment.

Judgment and Discretion

Handles confidential, sensitive, and unusual matters appropriately.

Organization and Prioritization

Filters multiple information streams and focuses attention where it matters most.

Closed-Loop Execution

Clarifies ownership, tracks commitments, and follows through to completion.

Communication

Provides concise, timely, and audience-appropriate updates and recommendations.

Problem Solving and Resourcefulness

Finds practical solutions, offers alternatives, and escalates intelligently.

Collaboration

Coordinates effectively across internal teams and external partners.

Continuous Improvement and Stewardship

Strengthens systems while protecting client trust and firm standards.

Work Environment and Availability

This is a full-time, primarily onsite role based in Gig Harbor, Washington. Regular in-person presence is an important part of serving clients and coordinating with the IPW team. Occasional availability outside standard business hours may be required for time-sensitive strategic-client needs, events, or exceptional circumstances.

Why Integrated Private Wealth

Integrated Private Wealth serves successful families, business owners, and individuals with complex financial lives. We combine sophisticated planning with highly personalized service and coordinate resources across a broad professional network.

As the firm grows, we are investing in the people, systems, and capabilities needed to deliver an exceptional client experience at scale. The Client Concierge will help ensure our most strategic clients feel known, supported, and confident that the full resources of IPW are working together on their behalf.