About this opportunity
Serenity Capital Advisors Inc. lists this Client Concierge Specialist opportunity in pittsford, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Executive Support & Client Experience
Serenity Capital Advisors | Pittsford, NY
Full-Time | In-Office | $40,000–$45,000 + Benefits
About the Role
Serenity Capital Advisors is seeking an exceptionally organized, personable, and dependable Client Concierge Specialist to join our growing wealth management firm in Pittsford, New York.
This is a key position within our firm and much more than a traditional receptionist role. The Client Concierge Specialist will help create an exceptional experience for our clients while managing the day-to-day organization of our office and providing executive and administrative support to the firm's Founder.
We are looking for someone who takes pride in anticipating needs, staying organized, following through on details, and making people feel genuinely welcomed and cared for.
Financial services experience is not required. We are particularly interested in candidates with experience in hospitality, customer service, executive administration, professional services, or other high-touch client environments.
What You'll Do
Client Experience & Front Office
Serve as the first point of contact for clients, prospects, and visitors
Answer incoming calls and ensure inquiries are handled promptly and professionally
Welcome clients and guests and help create a warm, polished, and professional office experience
Prepare meeting spaces and coordinate client meeting logistics
Help ensure that client requests and follow-up items are addressed in a timely manner
Maintain the overall organization and professional appearance of the office
Executive & Administrative Support
Manage the Founder's calendar, appointments, reminders, and scheduling priorities
Proactively identify scheduling conflicts, outstanding follow-ups, and upcoming deadlines
Help organize daily and weekly priorities
Coordinate meetings and appointments with clients, prospects, and outside professionals
Assist with correspondence, mailings, administrative projects, and other executive support needs
Maintain a high degree of discretion when handling confidential client and business information
Client Meeting Coordination
Maintain the firm's recurring client review calendar
Proactively contact clients when they are due for periodic review meetings
Schedule and confirm meetings and send appropriate reminders
Track clients who have not yet scheduled their reviews and conduct appropriate follow-up
Help ensure meetings and important client touchpoints are not missed
CRM & Prospect Management
Maintain accurate client and prospect information in CRM
Update contact information, activities, tasks, and other client and prospect records
Create and maintain prospect and marketing contact lists
Assist with prospect follow-up and pipeline organization
Help maintain accurate and organized client and prospect data
Marketing & Events
Assist with the planning and coordination of client events and educational workshops
Create and maintain invitation lists
Coordinate invitations, RSVPs, reminders, and event follow-up
Assist with client and prospect mailings and marketing campaigns
Support other marketing initiatives and special projects as the firm grows
Who We're Looking For
The successful candidate will be someone who is exceptionally organized, dependable, proactive, and service-oriented .
You may be a great fit if you:
Genuinely enjoy helping people and providing outstanding service
Take pride in being highly organized and detail-oriented
Anticipate what needs to be done rather than waiting to be asked
Have excellent verbal and written communication skills
Present yourself professionally and communicate comfortably with clients
Are comfortable managing calendars, schedules, deadlines, and multiple priorities
Have strong follow-through and personal accountability
Are comfortable learning new technology and software
Exercise good judgment and discretion with confidential information
Enjoy working as part of a small team where your contribution has a visible impact
Experience in hospitality, customer service, executive support, office administration, professional services, luxury service, or another client-facing environment is preferred.
Prior financial services experience is not required.
Work Schedule
This is a full-time, in-office position at our Pittsford, New York office.
Because the Client Concierge Specialist is responsible for supporting our clients, Founder, and front-office operations, reliable in-person attendance beginning at 8:30 a.m. each business day is an essential requirement of the position.
This is not a remote or hybrid position.
Compensation & Benefits
$40,000–$45,000 annual salary , based on experience
Health insurance benefits
401(k) plan with employer match
Paid time off
Paid holidays
Additional employee benefits
About Serenity Capital Advisors
Serenity Capital Advisors is an independent wealth management firm based in Pittsford, New York. We provide comprehensive financial planning and investment management services to individuals and families.
We are building a highly personalized, client-focused firm where professionalism, responsiveness, attention to detail, and exceptional service are central to the client experience.
The Client Concierge Specialist will have the opportunity to become an important member of our growing team and take meaningful ownership of the client experience and day-to-day organization of our office.
Worksite address
pittsford, NY, 14534, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.