Client Concierge: Onboarding & Investment Support

Foguth Financial Group; Plymouth (MI); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Bonus program

Company vehicle eligibility

Discounted lunch partnership

Healthcare benefits

Job summary

Foguth Financial Group is seeking a detail-oriented Client Concierge Specialist to support the Client Services Team across Michigan and beyond. You will manage client onboarding, service requests, and communications to ensure clients feel confident and informed throughout their financial journey.

The ideal candidate brings strong organizational skills, prior client service experience in financial services, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Experience in the financial services industry preferred.
• Experience in client onboarding and servicing is highly desirable.
• Strong communication and relationship-building skills.
• Attention to detail and accuracy in handling client accounts and documentation.
• Ability to manage multiple priorities in a fast-paced environment.
• Growth-oriented mindset with accountability and teamwork.

Responsibilities

• Establish and maintain client investment accounts, including new openings and transfers.
• Serve as primary onboarding contact and guide clients through setup and next steps.
• Handle incoming calls and inquiries with professional, timely follow-up.
• Schedule meetings and prepare reports, documentation, and analysis for financial planning discussions.
• Coordinate administrative processes and respond to client requests for accurate account management.
• Prepare and process client documentation in line with firm procedures and regulatory requirements.

Skills

Client service

Communication

Attention to detail

Time management

Relationship-building

Team player

Proactive mindset

Job description

Foguth Financial Group is seeking a detail-oriented Client Concierge Specialist to support the Client Services Team across Michigan and beyond. You will manage client onboarding, service requests, and communications to ensure clients feel confident and informed throughout their financial journey.

The ideal candidate brings strong organizational skills, prior client service experience in financial services, and the ability to manage multiple priorities in a fast-paced environment.