Client Experience Concierge — Wealth Management

Financial Services of America Inc; City of Troy (NY); Vor Ort; USD 48.000 - 72.000; Vollzeit

Benefits dieser Stelle

Healthcare Insurance

401k

Paid Time Off

Paid Holidays

Bonus Opportunities

Earning Potential

Zusammenfassung

Financial Services of America is seeking a Client Ambassador Concierge to elevate and protect the client experience. This role emphasizes relationship-building over call-center activity and involves surveys, outreach, and coordination of a weekly Acts of Kindness initiative.

You will be the voice of the client, helping leadership improve care and engagement while supporting referrals, reviews, and events. Prior financial services exposure is preferred, and a strong focus on five-star service is

Qualifikationen

• Exceptional communication and emotional intelligence to listen deeply and make clients feel heard.
• Strong relationship-first mindset prioritizing long-term client care over transactions.
• Three years of client-facing or hospitality experience delivering five-star client experiences.
• Comfort working within a CRM system to document interactions and support data-driven improvements.
• Familiarity with financial services industry or awareness of retirement planning and investments.

Aufgaben

• Build trusted relationships with clients and prospects through warm, professional communication.
• Conduct client experience surveys and quality control follow-up calls to improve service delivery.
• Collect testimonials, feedback, and Google reviews reflecting the client experience.
• Handle client service calls with empathy and confidence.
• Proactively identify referral opportunities and introduce the Ambassador Program when appropriate.
• Coordinate and follow up on referrals to ensure timely client outreach.
• Execute weekly Acts of Kindness through personalized notes and client gifting.
• Support marketing events through pre-qualification calls and on-site engagement.
• Represent the firm at events with professionalism and pride.
• Maintain accurate documentation within the CRM system and update client records.

Kenntnisse

Communication

Relationship building

Attention to detail

Client-facing experience

CRM experience

Financial services awareness

Tools

CRM systems

Jobbeschreibung

Financial Services of America is seeking a Client Ambassador Concierge to elevate and protect the client experience. This role emphasizes relationship-building over call-center activity and involves surveys, outreach, and coordination of a weekly Acts of Kindness initiative.

You will be the voice of the client, helping leadership improve care and engagement while supporting referrals, reviews, and events. Prior financial services exposure is preferred, and a strong focus on five-star service is