Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $15.50 - $20.00
Work Schedule
Standard Hours
Flexible
Benefits
PTO
401(k)
Vision Insurance
Dental Insurance
Flexible days
Job Description
Laurel Oak Wealth Management is a distinguished private wealth management firm based in Marlton, New Jersey. With over 30 years of experience, the company has built a strong reputation for providing comprehensive financial planning services tailored to a diverse clientele, including individuals and families. Laurel Oak Wealth Management's commitment to delivering personalized financial advice spans all stages of life, ensuring clients receive strategies that align with their unique goals and circumstances. The firm prides itself on fostering long-term relationships, supporting clients through evolving financial landscapes and life changes, and leveraging expertise to optimize wealth management and financial security.
We are currently seeking a dedicated and personable Client Concierge to join our team on a full-time basis. This salaried position is a vital part of our operation, serving as the welcoming face and first point of contact for all clients and visitors. Working onsite in the Marlton, NJ/Philadelphia area, the Client Concierge will be responsible for creating a warm, professional, and organized environment that reflects our company’s values. The role requires an individual who is proactive, meticulous, and has a natural ability to manage multiple tasks efficiently.
The Client Concierge plays an essential part in day-to-day office operations, handling inbound client calls, greeting guests, scheduling meetings, and ensuring advisors are well-prepared for client engagements. This role demands exceptional communication skills, a high degree of professionalism, and discreet handling of sensitive client information. With flexible PTO and benefits including a 401(k) plan along with vision and dental coverage, this position offers both a supportive workplace culture and comprehensive compensation package. The work schedule runs from 8:30 AM to 4:30 PM, providing a stable and balanced routine that enables employees to recharge and maintain productivity.
In this capacity, the Client Concierge serves not only as the initial point of connection for clients but also as a critical operational partner, ensuring that all client-facing processes run smoothly and effectively. This position offers an excellent opportunity to develop a career within the financial services industry by supporting a team that values detailed, client-centered service. The ideal candidate will be someone who enjoys engaging with people, thrives in a dynamic environment, and is eager to contribute to a team dedicated to financial excellence and client satisfaction.
We are currently seeking a dedicated and personable Client Concierge to join our team on a full-time basis. This salaried position is a vital part of our operation, serving as the welcoming face and first point of contact for all clients and visitors. Working onsite in the Marlton, NJ/Philadelphia area, the Client Concierge will be responsible for creating a warm, professional, and organized environment that reflects our company’s values. The role requires an individual who is proactive, meticulous, and has a natural ability to manage multiple tasks efficiently.
The Client Concierge plays an essential part in day-to-day office operations, handling inbound client calls, greeting guests, scheduling meetings, and ensuring advisors are well-prepared for client engagements. This role demands exceptional communication skills, a high degree of professionalism, and discreet handling of sensitive client information. With flexible PTO and benefits including a 401(k) plan along with vision and dental coverage, this position offers both a supportive workplace culture and comprehensive compensation package. The work schedule runs from 8:30 AM to 4:30 PM, providing a stable and balanced routine that enables employees to recharge and maintain productivity.
In this capacity, the Client Concierge serves not only as the initial point of connection for clients but also as a critical operational partner, ensuring that all client-facing processes run smoothly and effectively. This position offers an excellent opportunity to develop a career within the financial services industry by supporting a team that values detailed, client-centered service. The ideal candidate will be someone who enjoys engaging with people, thrives in a dynamic environment, and is eager to contribute to a team dedicated to financial excellence and client satisfaction.
Job Requirements
- Education level not specified
- Prior experience in a front desk, receptionist, or client-facing role preferred
- Strong communication skills
- Exceptional organizational skills
- Professionalism and discretion with confidential information
- Ability to multitask in a fast-paced environment
- Residency in NJ/Philadelphia area
- Availability for full-time work from 8:30 AM to 4:30 PM
- Willingness to work on-site
Job Qualifications
- Prior experience in a front desk, receptionist, or client-facing role preferred
- Strong communication skills - warm, clear, and professional on the phone and in person
- Exceptional organizational skills and attention to detail
- Discretion and professionalism when handling confidential client information
- Ability to manage multiple priorities calmly in a fast-paced environment
- Experience with scheduling software or CRM platforms a plus
- Interest in financial services or wealth management a plus
Job Duties
- Answer inbound client calls and serve as a warm, professional first point of contact
- Greet and welcome clients and visitors as they arrive, creating a strong first impression
- Schedule and coordinate client meetings - phone calls, Zoom sessions, and in-person appointments
- Prepare meeting prep sheets so advisors are ready and clients feel remembered
- Upload and maintain scanned meeting notes and documents
- Monitor and order office supplies to keep the office running smoothly
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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