Client Concierge & Events Coordinator

This is a highly visible role that combines client service, event coordination, appointment scheduling, marketing support, and relationship management. 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. 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 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 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.