Client Concierge Specialist

Executive Support & Client ExperienceSerenity Capital Advisors | Pittsford, NYFull-Time | In-Office | $40,000–$45,000 + BenefitsAbout the RoleSerenity Capital Advisors is seeking an exceptionally organized, personable, and dependableClient Concierge Specialistto 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 DoClient Experience & Front OfficeServe as the first point of contact for clients, prospects, and visitorsAnswer incoming calls and ensure inquiries are handled promptly and professionallyWelcome clients and guests and help create a warm, polished, and professional office experiencePrepare meeting spaces and coordinate client meeting logisticsHelp ensure that client requests and follow-up items are addressed in a timely mannerMaintain the overall organization and professional appearance of the officeExecutive & Administrative SupportManage the Founder's calendar, appointments, reminders, and scheduling prioritiesProactively identify scheduling conflicts, outstanding follow-ups, and upcoming deadlinesHelp organize daily and weekly prioritiesCoordinate meetings and appointments with clients, prospects, and outside professionalsAssist with correspondence, mailings, administrative projects, and other executive support needsMaintain a high degree of discretion when handling confidential client and business informationClient Meeting CoordinationMaintain the firm's recurring client review calendarProactively contact clients when they are due for periodic review meetingsSchedule and confirm meetings and send appropriate remindersTrack clients who have not yet scheduled their reviews and conduct appropriate follow-upHelp ensure meetings and important client touchpoints are not missedCRM & Prospect ManagementMaintain accurate client and prospect information in CRMUpdate contact information, activities, tasks, and other client and prospect recordsCreate and maintain prospect and marketing contact listsAssist with prospect follow-up and pipeline organizationHelp maintain accurate and organized client and prospect dataMarketing & EventsAssist with the planning and coordination of client events and educational workshopsCreate and maintain invitation listsCoordinate invitations, RSVPs, reminders, and event follow-upAssist with client and prospect mailings and marketing campaignsSupport other marketing initiatives and special projects as the firm growsWho We're Looking ForThe successful candidate will be someone who isexceptionally organized, dependable, proactive, and service-orientedYou may be a great fit if you:Genuinely enjoy helping people and providing outstanding serviceTake pride in being highly organized and detail-orientedAnticipate what needs to be done rather than waiting to be askedHave excellent verbal and written communication skillsPresent yourself professionally and communicate comfortably with clientsAre comfortable managing calendars, schedules, deadlines, and multiple prioritiesHave strong follow-through and personal accountabilityAre comfortable learning new technology and softwareExercise good judgment and discretion with confidential informationEnjoy working as part of a small team where your contribution has a visible impactExperience inhospitality, customer service, executive support, office administration, professional services, luxury service, or another client-facing environmentis preferred.Prior financial services experience is not required.Work ScheduleThis is afull-time, in-office positionat 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 experienceHealth insurance benefits401(k) plan with employer matchPaid time offPaid holidaysAdditional employee benefitsAbout Serenity Capital AdvisorsSerenity 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.