About this opportunity
Fiduciam Financial lists this Client Concierge - Private Wealth Management Firm opportunity in middlebury, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
About Fiduciam Financial
Fiduciam Financial is a growing private wealth management firm committed to helping clients feel confident, supported, and informed at every stage of their financial journey. Our success is built on collaboration - Financial Advisors and Client Concierges work closely together as one team to deliver outstanding service and meaningful relationships.
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
As we continue to grow, we’re looking for a detail‑oriented, people‑focused Client Concierge to join our team. This role is ideal for a recent graduate, a career‑changer, or anyone looking to build a long‑term career in a professional services environment.
No prior finance experience? No problem.We offer comprehensive in‑house training, mentorship, and hands‑on learning to set you up for success from day one.
If you enjoy staying organized, supporting others, solving problems, and working in a collaborative setting, this role offers strong long‑term growth potential within our firm.
What You’ll Do
As a Client Concierge, you’ll be a key part of delivering an exceptional client experience while supporting our advisor team. Your responsibilities will include:
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
What We’re Looking For
Strong attention to detail and organizational skills
Excellent communication and a professional, client‑first mindset
Comfort working in a fast‑paced, team‑oriented environment
Willingness to learn and grow - financial experience is not required
Interest in building a long‑term career in operations, client service, or wealth management
Why You’ll Love Working Here
Structured training and support - we invest in your success
Clear paths for advancement as the firm continues to grow
Collaborative team culture where your contributions matter
Exposure to financial planning, operations, and client service
Stable, professional work environment with long‑term opportunity
Benefits xhqgsiq
401(k) with company matching
Health, dental, vision, and life insurance
Paid time off
Professional development assistance
Opportunities for internal advancement
Qualifications
Bachelor’s degree required
Minimum of 1 year of customer service experience
Strong communication and organizational skills
Willingness to learn and grow within a financial services environment
Pay: $50,000.00 - $60,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Happy hour
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance
Volunteer time off
Education:
Bachelor's (Required)
Work Location: In person
Worksite address
middlebury, CT, 06762, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.