Client Concierge

Support financial planning team operations and client service for Springbrook Wealth Advisors by handling new business paperwork, coordinating client communications, and administering daily tasks. Responsibilities include preparing forms and obtaining signatures, tracking new business processes, maintaining client relationships through quarterly service calls, assisting with mail and funds processing, scheduling client appointments, maintaining the team calendar, and contributing to ad-hoc projects. The role requires strong organizational and communication skills, attention to detail, proficient use of CRM systems, and experience with Microsoft Word and Excel to support efficient, compliant operations.