Client Concierge Specialist

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 and client-focused Client Concierge Specialist to join our expanding Client Services Team. This role plays a critical part in supporting client relationships and operational processes that contribute to our continued growth across Michigan and beyond.

In this role, you will support the operational execution of client investment and financial planning strategies. This includes ensuring recommended plans are implemented accurately and efficiently while managing account onboarding, servicing requests, and maintaining clear communication so clients feel confident and informed throughout their financial journey – delivering peace and purpose for their money. The ideal candidate brings strong organizational skills and prior client service experience, along with the ability to manage multiple priorities in a fast-paced environment. They thrive in a growth-oriented culture where accountability, attention to detail, and a commitment to delivering a positive client experience are essential. We are excited about this opportunity because this role is instrumental in supporting a collaborative team focused on service and impact.

What You’ll Do

• Establish and maintain client investment accounts, including processing new account openings and facilitating transfers between accounts.
• Serve as a primary point of contact for clients during onboarding, guiding them through account setup and next steps.
• Manage incoming client calls and support inquiries while delivering professional, high-quality service and timely follow-up.
• Schedule client meetings and prepare reports, documentation, and analysis to support financial planning discussions.
• Coordinate administrative processes and respond to client service requests to ensure accurate and efficient account management.
• Prepare and process client documentation and required forms in accordance with firm procedures and regulatory requirements.

What We’re Looking For

• Experience within the financial services industry is preferred, particularly in managed accounts, annuities, or life insurance products.
• Prior client service experience within an Investment or Registered Investment Advisor (RIA) firm is highly desirable.
• Strong communication, relationship-building, and listening skills with the ability to interact professionally with clients and navigate a variety of personalities.
• Exceptional attention to detail, organization, and accuracy when managing client accounts and documentation.
• A proactive, solution-focused mindset with the ability to take ownership of tasks and follow through to resolution.
• Effective time management skills with the ability to prioritize responsibilities in a client-focused and deadline-driven environment.
• A positive, team-oriented professional who is receptive to feedback and committed to continuous learning and improvement.
• Healthcare, Dental, Vision Benefit options
• Bonus Compensation Program
• Eligibility for Company Vehicle
• Discounted lunch partnership program
• Other Perks specific to Foguth Financial Group

Founded in 2009 by Michael Foguth, Foguth Financial Group was built on a mission to remove barriers, maximize retirement income, and reduce financial stress for those nearing or in retirement. What began with in-home client appointments has grown into a firm with 15 office locations across the United States, headquartered in Brighton, Michigan.

Our commitment to excellence has earned recognition including the Best Investment Firm of Livingston County and the INC 5000 Fastest-Growing Private Companies, reinforcing our reputation as a trusted leader in retirement planning.

Today, our team is dedicated to education and empowering clients to make informed financial decisions with confidence – delivering peace and purpose for our clients’ money. As part of our continued growth, we are expanding our Client Services Team and seeking professionals who want to grow with us.

The right candidate will not only meet the qualifications but will live these values daily:

FOGUTH FINANCIAL GROUP’S CORE VALUES

1. Open, honest, positive, ethical

2. Proud and loyal

3. Client first

5. Encourage the heart and show appreciation