Client Concierge Specialist

Serenity Capital Advisors Inc.; Town of Pittsford (NY); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid time off

Paid holidays

Additional employee benefits

Job summary

Serenity Capital Advisors in Pittsford, NY seeks a Client Concierge Specialist to deliver exceptional client service and keep the office running smoothly. You will greet clients, manage calendars, coordinate meetings, and support the Founder with administrative tasks in a high-touch wealth management environment.

This full-time, in-office role emphasizes organization, discretion, and a proactive approach to client experience and office operations.

Qualifications

• Must be exceptionally organized, dependable, and service-oriented.
• Hospitality, customer service, executive support, or other high-touch environments are a plus.

Responsibilities

• Serve as the first point of contact for clients, prospects, and visitors.
• Answer calls and handle inquiries promptly and professionally.
• Welcome clients and guests and maintain a polished front office.
• Prepare meeting spaces and coordinate logistics.
• Manage the Founder's calendar and scheduling priorities.
• Coordinate meetings with clients and outside professionals.
• Maintain accurate client and prospect data in CRM.
• Assist with marketing events and mailings.

Skills

Organized

Detail-oriented

Service-oriented

Excellent communication

Calendar management

Discretion

Tools

CRM software

Office suite

Job description

Serenity Capital Advisors | Pittsford, NY

About the Role

Serenity Capital Advisors is seeking an exceptionally organized, personable, and dependable Client Concierge Specialist to join our growing wealth management firm in Pittsford, New York.

This is a key position within our firm and much more than a traditional receptionist role. The Client Concierge Specialist will help create an exceptional experience for our clients while managing the day-to-day organization of our office and providing executive and administrative support to the firm's Founder.

We are looking for someone who takes pride in anticipating needs, staying organized, following through on details, and making people feel genuinely welcomed and cared for.

Financial services experience is not required. We are particularly interested in candidates with experience in hospitality, customer service, executive administration, professional services, or other high-touch client environments.

What You'll Do

Client Experience & Front Office

• Serve as the first point of contact for clients, prospects, and visitors
• Answer incoming calls and ensure inquiries are handled promptly and professionally
• Welcome clients and guests and help create a warm, polished, and professional office experience
• Prepare meeting spaces and coordinate client meeting logistics
• Help ensure that client requests and follow-up items are addressed in a timely manner
• Maintain the overall organization and professional appearance of the office

Executive & Administrative Support

• Manage the Founder's calendar, appointments, reminders, and scheduling priorities
• Proactively identify scheduling conflicts, outstanding follow-ups, and upcoming deadlines
• Help organize daily and weekly priorities
• Coordinate meetings and appointments with clients, prospects, and outside professionals
• Assist with correspondence, mailings, administrative projects, and other executive support needs
• Maintain a high degree of discretion when handling confidential client and business information

Client Meeting Coordination

• Maintain the firm's recurring client review calendar
• Proactively contact clients when they are due for periodic review meetings
• Schedule and confirm meetings and send appropriate remindersTrack clients who have not yet scheduled their reviews and conduct appropriate follow-up
• Help ensure meetings and important client touchpoints are not missed

CRM & Prospect Management

• Maintain accurate client and prospect information in CRM
• Update contact information, activities, tasks, and other client and prospect records
• Create and maintain prospect and marketing contact lists
• Assist with prospect follow-up and pipeline organization
• Help maintain accurate and organized client and prospect data

Marketing & Events

• Assist with the planning and coordination of client events and educational workshops
• Create and maintain invitation lists
• Coordinate invitations, RSVPs, reminders, and event follow-up
• Assist with client and prospect mailings and marketing campaigns
• Support other marketing initiatives and special projects as the firm grows

Who We're Looking For

The successful candidate will be someone who is exceptionally organized, dependable, proactive, and service-oriented .

You may be a great fit if you:

• Genuinely enjoy helping people and providing outstanding service
• Take pride in being highly organized and detail-oriented
• Anticipate what needs to be done rather than waiting to be asked
• Have excellent verbal and written communication skills
• Present yourself professionally and communicate comfortably with clients
• Are comfortable managing calendars, schedules, deadlines, and multiple priorities
• Have strong follow-through and personal accountability
• Are comfortable learning new technology and software
• Exercise good judgment and discretion with confidential information
• Enjoy working as part of a small team where your contribution has a visible impact

Experience in hospitality, customer service, executive support, office administration, professional services, luxury service, or another client-facing environment is preferred.

Prior financial services experience is not required.

Work Schedule

This is a full-time, in-office position at our Pittsford, New York office.

Because the Client Concierge Specialist is responsible for supporting our clients, Founder, and front-office operations, reliable in-person attendance beginning at 8:30 a.m. each business day is an essential requirement of the position.

This is not a remote or hybrid position.

• $40,000–$45,000 annual salary , based on experience
• Health insurance benefits
• 401(k) plan with employer match
• Paid time off
• Paid holidays
• Additional employee benefits

About Serenity Capital Advisors

Serenity Capital Advisors is an independent wealth management firm based in Pittsford, New York. We provide comprehensive financial planning and investment management services to individuals and families.

We are building a highly personalized, client-focused firm where professionalism, responsiveness, attention to detail, and exceptional service are central to the client experience.

The Client Concierge Specialist will have the opportunity to become an important member of our growing team and take meaningful ownership of the client experience and day-to-day organization of our office.