Concierge Specialist

Contact prospective clients via phone, email, or other channels to initiate conversations, establish rapport, and present the firm's philosophy and product offerings. Gather preliminary client data to build a baseline financial plan, including key goals, objectives, and risk tolerance. Introduce prospects to their assigned advisory team, coordinate meetings, and facilitate seamless onboarding communication. Provide ongoing support by preparing materials, conducting research, and maintaining accurate CRM records. Maintain a target of 125 daily calls and 5 weekly meetings set per consultant with an 80% held meeting rate. This role sits within the Growth team, focusing on setting the advisory team up for success through structured client acquisition and preparation.