Client Concierge Specialist

Foguth Financial Group; Ann Arbor (MI); On-site; USD 52,000 - 62,000; Full time

Benefits offered by this job

Healthcare options

Bonus program

Company vehicle eligibility

Nutrition program

Foguth perks

Job summary

Foguth Financial Group is seeking a Client Concierge Specialist to support onboarding and ongoing client service in a fast-paced financial planning environment. You will manage account setups, fund transfers, and client inquiries while coordinating reports for client meetings and ensuring timely follow-up.

The role emphasizes accuracy, strong communication, and a client-first approach, with opportunities to work with managed accounts, annuities, and life insurance products within a growing firm.

Qualifications

• Financial services experience with managed accounts, annuities or life insurance preferred.
• Client service experience within an investment or RIA firm.
• Strong communication and relationship-building abilities.
• Excellent attention to detail and accuracy.
• Effective and efficient time management skills.

Responsibilities

• Onboard new client accounts and transfer funds between accounts.
• Interface directly with clients during onboarding and account setup.
• Handle incoming calls and client support inquiries.
• Schedule and prepare reports and analyses for client meetings.
• Provide ongoing follow-up and feedback to clients to ensure resolution of requests.
• Prepare documents and forms for client requests.

Skills

Financial services experience

Client service experience

Communication skills

Attention to detail

Time management

Job description

The Client Concierge Specialist position is an ideal role for a detail-oriented individual who is interested in pursuing a career within a growing investment and financial planning firm. This individual will perform a variety of administrative, clerical, and basic finance tasks that support our “Client First” core value. This individual will provide full-lifecycle support to our clients from onboarding new client accounts to servicing requests and continually providing follow up and feedback to our clients.

The Client Concierge Specialist will perform a variety of skill and experience-based tasks within our Client Support Department. We are looking for someone that thrives in a fast-paced office environment. An individual with B2B or B2C client/customer experience is an ideal candidate.

Regular activities will include:

• Establishing new accounts and transferring funds between client accounts
• Interface directly with our clients during the onboarding and new account process
• Managing incoming calls and client support inquiries
• Scheduling and preparing reports and analysis for client meetings
• Continually provide follow up and feedback to our clients to ensure resolution
• Responding to administrative client requests
• Document and form preparation for client requests

Desired Skills include:

• Financial Services – Managed Account, Annuity, and Life Insurance experience preferred
• Client Service experience within an Investment Firm / RIA Firm
• Solid communication, relationship building, and analytical skills
• Demonstrate strong attention to detail
• Effective and efficient time management

Benefits include:

• Healthcare, Dental, Vision Benefit options
• Bonus Compensation Program
• Eligibility for Company Vehicle
• Employee Nutrition Program
• Other Perks specific to Foguth Financial Group

The right candidate’s values will align with FFG’s core values.

FOGUTH FINANCIAL GROUP’S CORE VALUES

1. Open, honest, positive, ethical
2. Proud and loyal
3. Client first
4. Work works, get it done.
5. Encourage the heart and show appreciation