Client Concierge

Location: North Attleboro, MA
Employment Type: Full-Time
Work Arrangement: This is an in-person position. Remote or work-from-home arrangements will not be available initially.

About Us
Eight Feet Wealth Advisors, a Private Wealth Advisory practice of Ameriprise Financial, is committed to delivering personalized financial guidance and an exceptional client experience.

Vision
Helping families intentionally build generational wealth for lasting impact and perpetual peace of mind.

Mission
Simplifying our clients’ financial lives through ongoing planning, goal tracking, and asset management with integrity, education, and a commitment to long-term success.

Core Values
- Relentless Task Ownership
- Integrity Without Exception & Loyalty
- Thoughtful Care and Psychological Safety
- Substance Over Surface
- Grow Through Adversity
- Lead with Joy in Service

Position Overview
The Client Concierge & Marketing Professional plays a key role in delivering a high-touch client experience while supporting marketing, operations, and advisor activity tracking.

Key Responsibilities

Client Experience & Concierge Services

Step into an instrumental role as a Client Concierge with a private wealth advisory practice of Ameriprise Financial Services. The Client Concierge is responsible for the face-to-the-client, high-touch, stimulating experience. The Client Concierge is an energized team member whose focus to provide our clients and associates with a WOW experience that reflects the brand of our organization. A successful Client Concierge should bring high-energy with a positive demeanor every day, and is also tech-savvy.

What are the most important attributes of a Client Concierge?

-Vibrant, friendly personality with a focus on providing a high-level client experience.

-Strong written and verbal communication skills.

-Effective with technology and able to quickly learn new tools.

-Organizational skills that can manage a large volume of client preferences.

-Focused on presentation, ensuring that the “first impression” is delightful and positive.

-Preferred local community roots in Faribault or surrounding areas to foster stronger client relationships and community engagement.

- Primary point of contact for client communication
- Manage scheduling and calendars for multiple advisors
- Prepare meeting materials and follow-up
- Maintain CRM records and client activity tracking

Advisor Support & Activity Tracking
- Track client touchpoints and advisor deliverables
- Monitor net flow and goal-based planning engagement
- Ensure advisors meet outreach and service expectations

Marketing, Events & Team Coordination
- Manage marketing and events calendar
- Coordinate seminars, webinars, and client events
- Create invitations and marketing materials
- Supervise interns and delegate tasks
- Ensure all marketing activities meet compliance standards

Office & Operational Support
- Maintain organized office environment
- Support workflows and vendor coordination

Additional Responsibilities
- Take on additional tasks and responsibilities as they arise and become a priority of the firm
- Demonstrate flexibility and a proactive approach in supporting evolving business needs

Qualifications
- 2+ years relevant experience, i.e. Hospitality, Event Coordination
- Strong communication and organization skills
- Microsoft Office proficiency
- CRM experience preferred

Compensation & Benefits
- Competitive salary
- Bonus opportunities
- PTO and retirement options

How to Apply
Submit your resume and a brief statement of interest

Benefits:

• 401(k)
• 401(k) matching
• Retirement plan

Application Question(s):

• Submit Your Resume and a Brief Statement of Interest

Education:

• Bachelor's (Required)

Experience:

• Hospitality: 2 years (Preferred)
• Marketing: 2 years (Preferred)

Location:

• North Attleboro, MA 02760 (Preferred)

Ability to Commute:

• North Attleboro, MA 02760 (Required)

Ability to Relocate:

• North Attleboro, MA 02760: Relocate before starting work (Preferred)

Work Location: In person