Client Concierge - Private Wealth Management Firm

Fiduciam Financial; Middlebury (CT); Vor Ort; USD 42.000 - 54.000; Vollzeit

Benefits dieser Stelle

401(k) with company matching

Health, dental, vision, and life保险

Paid time off

Opportunities for internal advancement

Zusammenfassung

Fiduciam Financial is seeking a Client Concierge to support its advisor team and deliver an exceptional client experience. This entry‑level role welcomes recent graduates or career‑changers and offers in‑house training, mentorship, and ongoing growth.

You will handle meeting materials, client inquiries, forms, and data entry while coordinating calendars and supporting special projects in a collaborative environment. Prior financial experience is not required and training is provided.

Qualifikationen

• Minimum of 1 year of customer service experience.
• Strong communication and organizational skills.
• Willingness to learn and grow within a financial services environment.

Aufgaben

• Preparing client meeting materials, attending meetings as needed, and completing follow‑up tasks
• Serving as a friendly first point of contact by answering incoming calls and assisting clients with routine service requests
• Processing transactions and money movement at the direction of advisors
• Maintaining accurate client records, submitting forms, and uploading documents
• Processing client checks, forms, and administrative paperwork
• Managing advisor calendars, scheduling meetings, and keeping workflows organized
• Assisting with special projects and firm initiatives
• Ensuring all work complies with Fiduciam Financial, Ameriprise Financial, and regulatory standards

Kenntnisse

Customer service

Communication

Organizational skills

Attention to detail

Teamwork

Learning mindset

Jobbeschreibung

Fiduciam Financial is a growing private wealth management firm committed to helping clients feel confident, supported, and informed at every stage of their financial journey. Our success is built on collaboration - Financial Advisors and Client Concierges work closely together as one team to deliver outstanding service and meaningful relationships.

As we continue to grow, we’re looking for a detail‑oriented, people‑focused Client Concierge to join our team. This role is ideal for a recent graduate, a career‑changer, or anyone looking to build a long‑term career in a professional services environment.

No prior finance experience? No problem. We offer comprehensive in‑house training, mentorship, and hands‑on learning to set you up for success from day one.

If you enjoy staying organized, supporting others, solving problems, and working in a collaborative setting, this role offers strong long‑term growth potential within our firm.

What You’ll Do

As a Client Concierge, you’ll be a key part of delivering an exceptional client experience while supporting our advisor team. Your responsibilities will include:

• Preparing client meeting materials, attending meetings as needed, and completing follow‑up tasks
• Serving as a friendly first point of contact by answering incoming calls and assisting clients with routine service requests
• Processing transactions and money movement at the direction of advisors
• Maintaining accurate client records, submitting forms, and uploading documents
• Processing client checks, forms, and administrative paperwork
• Managing advisor calendars, scheduling meetings, and keeping workflows organized
• Assisting with special projects and firm initiatives
• Ensuring all work complies with Fiduciam Financial, Ameriprise Financial, and regulatory standards

What We’re Looking For

• Strong attention to detail and organizational skills
• Excellent communication and a professional, client‑first mindset
• Comfort working in a fast‑paced, team‑oriented environment
• Willingness to learn and grow - financial experience is not required
• Interest in building a long‑term career in operations, client service, or wealth management

Why You’ll Love Working Here

• Structured training and support - we invest in your success
• Clear paths for advancement as the firm continues to grow
• Collaborative team culture where your contributions matter
• Exposure to financial planning, operations, and client service
• Stable, professional work environment with long‑term opportunity
• 401(k) with company matching
• Health, dental, vision, and life insurance
• Paid time off
• Opportunities for internal advancement

Qualifications

• Minimum of 1 year of customer service experience
• Strong communication and organizational skills
• Willingness to learn and grow within a financial services environment