arcadiafinancialgroup

Client Concierge

Andover, Massachusetts

Sponsorship not specified$55k-$60kDetected 5 hours ago

CRMCommunicationCollaborationOrganizational SkillsMicrosoft Office

About the role

The Client Concierge is an elevated administrative position that blends operational coordination with exceptional client experience and hospitality.
POSITION OVERVIEW The Client Concierge serves as the steward of Arcadia's commitment to delivering a Second to None client experience.
Inspired by the principles of family office service and world-class hospitality, the role is responsible for creating meaningful, personalized experiences that make every client feel known, prioritized, and genuinely cared for.

Deliver a Second to None client experience by bringing Michelin-star hospitality principles and family office service standards to the financial services industry.
Create personalized, thoughtful, and memorable interactions that make clients feel known, valued, prioritized, and cared for.
Gather, maintain, and continuously enhance client preference data and relationship intelligence within the CRM to support a consistent experience across all departments.
Partner with financial planners, tax professionals, and support teams to ensure client preferences and service expectations are consistently delivered throughout the organization.
Schedule, coordinate, and manage client meetings while delivering a hospitality-focused experience before, during, and after each interaction.
Support service recovery efforts by resolving routine concerns and restoring confidence when service disruptions occur.
Support advisor and planning team scheduling needs.
Maintain familiarity with Arcadia Financial Group service processes and client experience standards.
Support tax workflow coordination and client communication.
Maintain familiarity with Arcadia Tax service processes and seasonal workflow demands.

2+ years of experience in client service, hospitality, administrative support, concierge services, or a related field.
Demonstrated ability to exercise judgment, solve problems, and escalate appropriately.
Exceptional verbal and written communication skills.
Strong organizational skills with the ability to manage multiple priorities simultaneously.
High attention to detail and commitment to follow-through.
Ability to work collaboratively across departments and support a team-oriented environment.
Commitment to delivering an exceptional client experience.

Experience with CRM systems, scheduling platforms, and Microsoft Office preferred.

Our benefits are designed to support your well-being, growth, and work-life balance, including:
employer-premium paid health, dental, and vision insurance
Unlimited paid time off (PTO) and flexible scheduling
Short-term disability, long-term disability, and life insurance - fully covered
401(k) retirement plan with 4% company match
Professional development and continuing education opportunities
Engaging workplace perks, including team events, community-focused volunteer initiatives and more
Utilize client insights, preferences, personal milestones, family dynamics, communication preferences, retirement goals, and desired family office experiences to create meaningful and personalized interactions.
Service Ownership Areas do not limit coverage responsibilities across the department.
All Client Concierge team members are expected to support the whole department and provide coverage across both client classifications, as needed.

This listing is sourced directly from arcadiafinancialgroup's careers page and normalized into a canonical job model.