Client Experience Concierge

Bowen Wealth LLC; Mount Pleasant (SC); On-site; USD 35,000 - 48,000; Full time

Job summary

Bowen Wealth LLC is seeking a warm, organized administrator to be the first point of contact for clients in Mount Pleasant, SC. You will greet clients, manage the front desk, and maintain CRM records to ensure nothing falls through the cracks.

This role emphasizes confidentiality, professionalism, and reliability in a busy financial services office. The position focuses on service, organization, and supporting advisors and staff with daily administrative tasks, scheduling, and correspondence.

Qualifications

• Prior experience in a front desk, receptionist, or administrative role (financial services or professional office experience a plus, but not required)
• Excellent communication skills and a polished, professional phone and in-person manner
• Strong organizational skills and attention to detail
• Ability to multitask and prioritize in a fast-paced office environment
• Discretion and sound judgment when handling confidential information

Responsibilities

• Greet clients warmly in person and by phone, creating a professional and welcoming first impression
• Answer, screen, and route incoming calls; manage general office email and voicemail
• Schedule and coordinate client meetings and manage advisor calendars
• Maintain and update client records in our CRM system, ensuring accuracy and consistency
• Prepare meeting spaces, materials, and refreshments for client visits
• Handle incoming and outgoing mail
• Process paperwork such as account forms, correspondence, and filing (physical and digital)
• Support advisors and staff with administrative tasks as needed
• Always maintain confidentiality of sensitive client and financial information

Skills

Communication

Organization

CRM familiarity

Microsoft Office

Tools

Microsoft Office

CRM software

Job description

Bowen Wealth LLC is seeking a warm, organized administrator to be the first point of contact for clients in Mount Pleasant, SC. You will greet clients, manage the front desk, and maintain CRM records to ensure nothing falls through the cracks.

This role emphasizes confidentiality, professionalism, and reliability in a busy financial services office. The position focuses on service, organization, and supporting advisors and staff with daily administrative tasks, scheduling, and correspondence.