Client Experience Concierge - Front Office & Admin Support

Serenity Capital Advisors Inc.; Town of Pittsford (NY); Vor Ort; USD 40.000 - 45.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) with employer match

Paid time off

Paid holidays

Additional employee benefits

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Organized

Detail-oriented

Service-oriented

Excellent communication

Calendar management

Discretion

Tools

CRM software

Office suite

Jobbeschreibung

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.