Wealth Management Client Concierge

Fiduciam Financial; Middlebury (CT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) with company matching

Health, dental, vision, and life保险

Paid time off

Opportunities for internal advancement

Job summary

Fiduciam Financial is seeking a Client Concierge to support its advisor team and deliver an exceptional client experience. This entry‑level role welcomes recent graduates or career‑changers and offers in‑house training, mentorship, and ongoing growth.

You will handle meeting materials, client inquiries, forms, and data entry while coordinating calendars and supporting special projects in a collaborative environment. Prior financial experience is not required and training is provided.

Qualifications

• Minimum of 1 year of customer service experience.
• Strong communication and organizational skills.
• Willingness to learn and grow within a financial services environment.

Responsibilities

• Preparing client meeting materials, attending meetings as needed, and completing follow‑up tasks
• Serving as a friendly first point of contact by answering incoming calls and assisting clients with routine service requests
• Processing transactions and money movement at the direction of advisors
• Maintaining accurate client records, submitting forms, and uploading documents
• Processing client checks, forms, and administrative paperwork
• Managing advisor calendars, scheduling meetings, and keeping workflows organized
• Assisting with special projects and firm initiatives
• Ensuring all work complies with Fiduciam Financial, Ameriprise Financial, and regulatory standards

Skills

Customer service

Communication

Organizational skills

Attention to detail

Teamwork

Learning mindset

Job description

Fiduciam Financial is seeking a Client Concierge to support its advisor team and deliver an exceptional client experience. This entry‑level role welcomes recent graduates or career‑changers and offers in‑house training, mentorship, and ongoing growth.

You will handle meeting materials, client inquiries, forms, and data entry while coordinating calendars and supporting special projects in a collaborative environment. Prior financial experience is not required and training is provided.