Concierge Specialist

Modern Wealth Management • Kansas City, MO

16h

About The Position

The Senior Concierge Specialist plays a pivotal role in cultivating prospective client relationships and ensuring a seamless, high-quality onboarding experience. Building upon the foundational responsibilities of a Concierge Specialist, this senior-level position emphasizes deeper client engagement, enhanced financial plan preparation, and more strategic collaboration with advisors. The Senior Concierge Specialist serves as a trusted first point of contact, setting the tone for long-term client relationships and contributing to the firm’s growth initiatives.

KPIs:

5+ high-quality prospect meetings set per week
85%+ held meeting rate
70%+ adoption rate of concierge-prepared baseline financial plans by advisory teams
CRM accuracy and data completeness maintained at 95+%

Requirements

• Bachelor’s degree in business administration, finance, marketing, or related field.
• 4+ years of experience in client services, sales, or financial services roles.
• Demonstrated ability to handle complex client conversations with professionalism and confidence.
• Strong knowledge of financial planning concepts and ability to translate them into accessible client discussions.
• Proficiency in CRM systems (e.g., Salesforce) and client engagement tools.

Responsibilities

• Engage prospective clients through personalized outreach, with a focus on quality of interactions rather than call volume.
• Present the firm’s philosophy, investment approach, and solutions in a consultative, client-centric manner.
• Conduct deeper discovery with prospects, gathering detailed financial data and insights to build robust baseline financial plans.
• Coordinate and prepare prospects for seamless transition to their advisory team, ensuring all necessary information and materials are ready.
• Collaborate closely with advisors and business development staff to refineprospectingstrategies and improve conversion outcomes.
• Support high-value or complex prospect engagements, providing an elevated experience compared to entry-level concierge outreach.
• Maintain meticulous records in CRM systems to support long-term client relationship management.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level