Wealth Management Client Concierge & Experience Lead

Gilder Search Group; Lutz (FL); On-site; USD 80,000 - 95,000; Full time

Job summary

Gilder Search Group in Florida seeks an experienced Wealth Management Client Concierge to welcome clients, visitors, and partners, ensuring a polished, organized office environment. This in-office role blends client service, scheduling coordination, hospitality, and administrative support.

You will collaborate with advisors and leadership, manage calendars and meetings, prepare materials, and maintain client records, enabling a superior client experience for affluent clients.

Qualifications

• Bachelor's degree required.
• Five (5) or more years of professional business experience.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• High attention to detail and accuracy.
• Professional presence and interpersonal skills.
• Ability to manage multiple priorities simultaneously.
• Proficiency with Microsoft Office applications.
• Ability to handle confidential information appropriately.

Responsibilities

• Welcome clients and visitors in a professional and friendly manner.
• Coordinate client arrivals and departures.
• Ensure conference rooms and meeting spaces are prepared for appointments.
• Assist with client hospitality and meeting logistics.
• Manage advisor calendars and schedules.
• Coordinate client appointments and confirm upcoming meetings.
• Schedule in-person, telephone, and virtual meetings.
• Monitor scheduling changes and resolve conflicts.
• Prepare meeting materials and documentation.
• Process paperwork accurately and efficiently.
• Maintain client records and information.
• Assist with client communications and follow-up activities.
• Support ongoing firm initiatives and special projects.
• Work closely with advisors and fellow team members.
• Assist in coordinating client service activities.
• Help ensure client requests are completed accurately and timely.
• Contribute to a positive and collaborative office culture.

Skills

Verbal & written communication

Organization

Time management

Attention to detail

Professional presence

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Gilder Search Group in Florida seeks an experienced Wealth Management Client Concierge to welcome clients, visitors, and partners, ensuring a polished, organized office environment. This in-office role blends client service, scheduling coordination, hospitality, and administrative support.

You will collaborate with advisors and leadership, manage calendars and meetings, prepare materials, and maintain client records, enabling a superior client experience for affluent clients.