Client Concierge Specialist

Job description

Serenity Capital Advisors | Pittsford, NY

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 remindersTrack 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.

$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.

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Who can apply

Review the original listing for work authorization, qualifications and employer requirements.