Client Experience Concierge – Financial Services

Foguth Financial Group; Brighton (MI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Healthcare benefits

Dental benefits

Vision benefits

Bonus compensation program

Company vehicle eligibility

Discounted lunch partnership program

Job summary

Foguth Financial Group is seeking a detail-oriented Client Concierge Specialist to support client investment accounts, onboarding, and servicing within our growing Client Services Team across Michigan and beyond. You will help ensure plans are implemented accurately, manage inquiries, and maintain clear client communication throughout the financial journey.

The ideal candidate brings strong organizational skills and prior client service experience in financial services, with the ability to

Qualifications

• Experience in the financial services industry is preferred.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• 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.

Skills

Client service

Communication

Organization

Time management

Tools

CRM software

Job description

Foguth Financial Group is seeking a detail-oriented Client Concierge Specialist to support client investment accounts, onboarding, and servicing within our growing Client Services Team across Michigan and beyond. You will help ensure plans are implemented accurately, manage inquiries, and maintain clear client communication throughout the financial journey.

The ideal candidate brings strong organizational skills and prior client service experience in financial services, with the ability to