Hospitality-Driven Client Concierge | Elite Client Experience

Arcadia Financial Group; Andover (MA); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Unlimited PTO

Disability insurance

401(k) match

Career development

Job summary

Arcadia Financial Group in Andover, MA is seeking a Client Concierge to blend hospitality with operational coordination and exceptional client service. The role interfaces with Arcadia Financial Group and Arcadia Tax, serving as the client experience ambassador and ensuring continuity across teams.

The position emphasizes proactive communication, personalized client interactions, and collaboration with advisors and support staff; travel between Manchester and Andover may be required.

Qualifications

• 2+ years of experience in client service, hospitality, administrative support, concierge services, or a related field.
• Exceptional verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Demonstrated ability to exercise judgment, solve problems, and escalate appropriately.
• High attention to detail and commitment to follow-through.
• Ability to work collaboratively across departments and support a team-oriented environment.
• Experience with CRM systems, scheduling platforms, and Microsoft Office preferred.
• Commitment to delivering an exceptional client experience.

Responsibilities

• Serve as the first point of contact and ambassador of the Arcadia experience across Arcadia Financial Group and Arcadia Tax.
• Deliver a Second to None client experience by bringing Michelin-star hospitality principles and family office service standards to the financial services industry.
• Create personalized, thoughtful, and memorable interactions that make clients feel known, valued, prioritized, and cared for.
• Anticipate client needs and identify opportunities to enhance the client experience before a request is made.
• Utilize client insights, preferences, personal milestones, family dynamics, communication preferences, retirement goals, and desired family office experiences to create meaningful and personalized interactions.
• Gather, maintain, and continuously enhance client preference data and relationship intelligence within the CRM to support a consistent experience across all departments.
• Partner with financial planners, tax professionals, and support teams to ensure client preferences and service expectations are consistently delivered throughout the organization.
• Serve as the steward of client continuity by ensuring every request has clear ownership, communication, and follow-through.
• Provide exceptional service through phone, email, and in-person interactions.
• Schedule, coordinate, and manage client meetings while delivering a hospitality-focused experience before, during, and after each interaction.
• Proactively communicate updates, expectations, and next steps to clients.
• Conduct follow-up outreach to ensure client needs have been met and service expectations exceeded.
• Support service recovery efforts by resolving routine concerns and restoring confidence when service disruptions occur.
• Continuously identify opportunities to elevate the Arcadia client experience through innovation, feedback, and proactive recommendations.

Skills

Client service

Hospitality

Relationship management

Communication

Tools

CRM software

Job description

Arcadia Financial Group in Andover, MA is seeking a Client Concierge to blend hospitality with operational coordination and exceptional client service. The role interfaces with Arcadia Financial Group and Arcadia Tax, serving as the client experience ambassador and ensuring continuity across teams.

The position emphasizes proactive communication, personalized client interactions, and collaboration with advisors and support staff; travel between Manchester and Andover may be required.