Client Concierge & Events Coordinator

Client Concierge & Events Coordinator

Juniper Wealth Management | Scottsdale, AZ

Full-Time | In Office

$55,000-$70,000 + Quarterly Bonus Opportunity + Benefits

Join One of Scottsdale's Fastest Growing Retirement Planning Firms

Juniper Wealth Management is seeking an energetic, organized, people-focused professional to serve as the face of our firm and the driving force behind our client experience and educational events.

This is not a traditional receptionist position.

This is a highly visible role that combines client service, event coordination, appointment scheduling, marketing support, and relationship management. You will work directly alongside our Founder and Financial Advisors while helping retirees and pre-retirees navigate some of the most important financial decisions of their lives.

If you thrive in a fast-paced environment, enjoy building relationships, love coordinating events, and take pride in creating exceptional experiences, we would love to meet you.

What You Will Do

Client Concierge & Front Office Experience

Welcome clients and guests with a warm, professional experienceServe as the first point of contact for incoming calls and inquiriesCoordinate advisor calendars and schedule appointmentsConfirm appointments through phone, text, and email outreachManage appointment reminders and follow-up communicationsMaintain accurate records within our CRM systemAssist with client touchpoints, birthday programs, and appreciation initiativesEnsure the office remains professional, organized, and client-ready

Event Coordination

Coordinate educational dinner seminars and retirement workshopsManage RSVPs and attendee communicationsQualify prospective attendees through phone conversationsAttend evening workshops and seminarsWelcome and register guests at eventsAssist with appointment scheduling during and after events

Prospect Follow-Up & Appointment Setting

Contact prospective clients who request information online or register for eventsFollow up with seminar attendees to schedule appointmentsBuild rapport and encourage qualified prospects to meet with an advisorMaintain consistent follow-up processes through phone, email, and textHelp keep advisor schedules full with qualified appointmentsDeliver an exceptional experience throughout the prospect journey

Marketing Support

Assist with seminar marketing campaignsCoordinate email invitations and event communicationsSupport social media and community outreach effortsAssist with presentation materials and event collateralWork closely with marketing vendors and agency partners

What Makes Someone Successful In This Role

You are:

Naturally positive and energeticHighly organized and detail-orientedComfortable talking with people all dayA strong communicator both verbally and in writingResourceful and proactiveAble to juggle multiple priorities without missing detailsComfortable working in a fast-paced environmentMotivated by helping peopleExcited to be part of a growing company

Most importantly, you genuinely enjoy building relationships and creating exceptional experiences.

Preferred Qualifications

2+ years of experience in client service, hospitality, event planning, customer service, scheduling, sales support, or administrative coordinationExperience in financial services is helpful but not requiredStrong phone skills and confidence speaking with prospective clientsExperience coordinating events, meetings, or customer experiencesProficiency with Microsoft OfficeExperience with CRM systems is a plusExcellent organizational and time management skills

Compensation & Benefits

Competitive salary: $55,000 - $70,000Quarterly performance bonus opportunityHealth insuranceDental insuranceVision insurancePaid Time OffPaid HolidaysBirthday OffProfessional development opportunitiesCareer growth within a growing financial advisory firm

Schedule

Monday through Friday8:30 AM to 5:00 PMIn-office positionApproximately 2-4 evening events per month

Why Join Juniper Wealth Management?

At Juniper Wealth Management, our mission is to help people retire with confidence through conservative financial strategies, tax-efficient planning, and exceptional client service.

We believe culture matters. We work hard, support one another, celebrate wins, and genuinely enjoy helping our clients and each other succeed.

If you are looking for a career - not just a job - and want to be part of a team that values professionalism, growth, and making a meaningful impact, we would love to hear from you.

Apply today and tell us why you would be a great addition to our team.