Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee assistance program
Professional development opportunities
Job Description
Johnson Financial Group Wealth Management is a distinguished financial services institution renowned for its commitment to delivering tailored wealth management solutions to Ultra High Net Worth (UHNW) clients. With a strong heritage rooted in personalized service and fiduciary excellence, Johnson Financial Group emphasizes a client-centric approach that fosters long-term relationships and comprehensive financial success. As a respected player in the wealth management sector, the company offers a wide range of sophisticated financial products and services, supported by a team of dedicated professionals who are experts in their fields. The organization prides itself on creating an environment where expertise meets empathy, ensuring clients receive both strategic guidance and compassionate care throughout their financial journeys.
The Private Client Concierge role at Johnson Financial Group Wealth Management is a pivotal position designed to elevate the client experience for UHNW individuals and families. This position is dedicated to providing a highly personalized, high-touch service that aligns with the prestige and sophistication expected by discerning clients. Serving as a single point of contact, the concierge facilitates seamless coordination between clients and internal teams, including private bankers, wealth advisors, portfolio managers, and other specialists. The goal is to anticipate, understand, and fulfill each client’s unique needs with efficiency, discretion, and professionalism.
In this role, the Private Client Concierge acts as a trusted client advocate and relationship manager, ensuring that every interaction contributes positively to the overall client experience. Responsibilities include managing complex service requests, overseeing onboarding processes for new clients, maintaining detailed knowledge of client preferences, and delivering luxury-level concierge services such as event access, gifting coordination, and bill payment assistance. The concierge operates with a deep understanding of compliance and accuracy standards, ensuring all processes meet regulatory requirements while upholding the distinguished standards of the firm.
Beyond individual client interactions, the Private Client Concierge collaborates closely with internal teams to continuously enhance service delivery models, contribute to client engagement initiatives, and support special events and exclusive experiences. This role requires not only impeccable organizational and communication skills but also a high degree of emotional intelligence and patience, which are essential when working with UHNW clients who demand discretion and exceptional service.
By joining Johnson Financial Group Wealth Management as a Private Client Concierge, professionals can expect to become part of a culture that values diversity, equity, and inclusion, alongside a commitment to work-life balance and professional growth. This position offers a unique opportunity to work at the intersection of luxury hospitality and wealth management, serving a prestigious clientele while contributing to a supportive and dynamic workplace. The employment type is full-time, reflecting a career-oriented commitment to this specialized service role, with compensation that reflects the seniority and expertise required to excel in such a demanding environment.
The Private Client Concierge role at Johnson Financial Group Wealth Management is a pivotal position designed to elevate the client experience for UHNW individuals and families. This position is dedicated to providing a highly personalized, high-touch service that aligns with the prestige and sophistication expected by discerning clients. Serving as a single point of contact, the concierge facilitates seamless coordination between clients and internal teams, including private bankers, wealth advisors, portfolio managers, and other specialists. The goal is to anticipate, understand, and fulfill each client’s unique needs with efficiency, discretion, and professionalism.
In this role, the Private Client Concierge acts as a trusted client advocate and relationship manager, ensuring that every interaction contributes positively to the overall client experience. Responsibilities include managing complex service requests, overseeing onboarding processes for new clients, maintaining detailed knowledge of client preferences, and delivering luxury-level concierge services such as event access, gifting coordination, and bill payment assistance. The concierge operates with a deep understanding of compliance and accuracy standards, ensuring all processes meet regulatory requirements while upholding the distinguished standards of the firm.
Beyond individual client interactions, the Private Client Concierge collaborates closely with internal teams to continuously enhance service delivery models, contribute to client engagement initiatives, and support special events and exclusive experiences. This role requires not only impeccable organizational and communication skills but also a high degree of emotional intelligence and patience, which are essential when working with UHNW clients who demand discretion and exceptional service.
By joining Johnson Financial Group Wealth Management as a Private Client Concierge, professionals can expect to become part of a culture that values diversity, equity, and inclusion, alongside a commitment to work-life balance and professional growth. This position offers a unique opportunity to work at the intersection of luxury hospitality and wealth management, serving a prestigious clientele while contributing to a supportive and dynamic workplace. The employment type is full-time, reflecting a career-oriented commitment to this specialized service role, with compensation that reflects the seniority and expertise required to excel in such a demanding environment.
Job Requirements
- 5+ years of experience in luxury hospitality private banking wealth management or a client-facing high-touch environment
- exceptional interpersonal and communication skills with the ability to engage UHNW clients confidently and discreetly
- high emotional intelligence patience and impeccable attention to detail
- ability to manage multiple priorities in a fast-paced high-stakes environment
- strong organizational and problem-solving capabilities
Job Qualifications
- 5+ years of experience in luxury hospitality private banking wealth management or a client-facing high-touch environment
- exceptional interpersonal and communication skills with the ability to engage UHNW clients confidently and discreetly
- high emotional intelligence patience and impeccable attention to detail
- ability to manage multiple priorities in a fast-paced high-stakes environment
- strong organizational and problem-solving capabilities
- experience working directly with UHNW individuals family offices private wealth teams or luxury brands preferred
- knowledge of financial services processes products and compliance standards preferred
- bachelor’s degree in business hospitality communications or a related field preferred
Job Duties
- deliver a white-glove client experience serving as a primary point of contact for personal client requests and direct requests from PCS bank and advisor partners
- provide solutions with efficiency prompt responsiveness and professionalism
- partner with PCS bank and advisor partners to coordinate new PCS client onboarding activities ensuring a smooth welcoming and highly customized start to the client relationship
- maintain a deep understanding of each client’s preferences communication style and service expectations
- manage and execute complex client service requests including account maintenance documentation scheduling and logistics
- communicate client interactions with wealth advisors private bankers portfolio managers and specialists as necessary and utilizing CRM tool
- ensure accuracy compliance and timely completion of all processes and documentation
- monitor pending items and follow through relentlessly until resolution
- provide high-touch assistance such as general organization bill paying event access gifting and personal requests consistent with PCS client expectations while observing firm policies and risk guidelines
- offer curated recommendations and solutions aligned with clients’ interests lifestyles and priorities
- partner closely with PCS advisors PCS bankers specialists and leadership to enhance the overall client service model
- assist in planning client engagement events exclusive experiences and relationship building opportunities
Job Criteria
Experience
Expert Level (7+ years)
Job Location
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