Client Concierge - Private Wealth Management Firm

About Fiduciam FinancialFiduciam Financial is a growing private wealth management firm committed to helping clients feel confident, supported, and informed at every stage of their financial journey. Our success is built on collaboration - Financial Advisors and Client Concierges work closely together as one team to deliver outstanding service and meaningful relationships.As we continue to grow, we’re looking for a detail‑oriented, people‑focused Client Concierge to join our team. This role is ideal for a recent graduate, a career‑changer, or anyone looking to build a long‑term career in a professional services environment.No prior finance experience? No problem.We offer comprehensive in‑house training, mentorship, and hands‑on learning to set you up for success from day one.If you enjoy staying organized, supporting others, solving problems, and working in a collaborative setting, this role offers strong long‑term growth potential within our firm.What You’ll DoAs a Client Concierge, you’ll be a key part of delivering an exceptional client experience while supporting our advisor team. Your responsibilities will include:Preparing client meeting materials, attending meetings as needed, and completing follow‑up tasksServing as a friendly first point of contact by answering incoming calls and assisting clients with routine service requestsProcessing transactions and money movement at the direction of advisorsMaintaining accurate client records, submitting forms, and uploading documentsProcessing client checks, forms, and administrative paperworkManaging advisor calendars, scheduling meetings, and keeping workflows organizedAssisting with special projects and firm initiativesEnsuring all work complies with Fiduciam Financial, Ameriprise Financial, and regulatory standardsWhat We’re Looking ForStrong attention to detail and organizational skillsExcellent communication and a professional, client‑first mindsetComfort working in a fast‑paced, team‑oriented environmentWillingness to learn and grow - financial experience is not requiredInterest in building a long‑term career in operations, client service, or wealth managementWhy You’ll Love Working HereStructured training and support - we invest in your successClear paths for advancement as the firm continues to growCollaborative team culture where your contributions matterExposure to financial planning, operations, and client serviceStable, professional work environment with long‑term opportunityBenefits401(k) with company matchingHealth, dental, vision, and life insurancePaid time offProfessional development assistanceOpportunities for internal advancementQualificationsBachelor’s degree requiredMinimum of 1 year of customer service experienceStrong communication and organizational skillsWillingness to learn and grow within a financial services environmentPay: $50,000.00 - $60,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceHappy hourHealth insuranceLife insurancePaid time offParental leaveProfessional development assistanceVision insuranceVolunteer time offEducation:Bachelor's (Required)Work Location: In person