Concierge Service Associate (64837)

About 49

At 49 Financial, we're on a mission to develop and empower the next generation of financial advisors--driving impact through growth, integrity, and service. As a values-based firm with offices nationwide, we're committed to creating community and simplifying lives through thoughtful financial planning.

Our headquarters team plays a critical role in making that mission possible. Every function--from marketing and operations to recruiting, training, and beyond--is designed to support our advisors as they serve clients with excellence. Guided by our motto, "Two Are Better Than One," we operate in a collaborative, team-based model where mentorship and shared success are foundational.

Our industry, financial services, needs to evolve. While the average advisor in the U.S. is nearing retirement, our firm brings a fresh, strategic edge by equipping younger advisors with the tools, training, and support they need to thrive. Behind every client experience is a high-performing HQ team making it happen.

If you're energized by innovation, driven by purpose, and passionate about building something bigger than yourself, you'll find a meaningful career here at 49 Financial.

About the Role

The Concierge Service Associate is the dedicated day-to-day contact for a select group of clients within our Fractional Family Office (FFO). This role is built for a highly organized, service-focused professional who thrives in a high-touch environment. You will act as the central coordinator for each client relationship--ensuring seamless communication, coordinating with internal and external partners, and proactively managing client needs. This is not a planning role, but a relationship and execution role that requires exceptional service standards, attention to detail, and a commitment to helping families stay informed, prepared, and well supported.

Qualifications

About the Role

The Concierge Service Associate is the dedicated day-to-day contact for a select group of clients within our Fractional Family Office (FFO). This role is built for a highly organized, service-focused professional who thrives in a high-touch environment. You will act as the central coordinator for each client relationship--ensuring seamless communication, coordinating with internal and external partners, and proactively managing client needs. This is not a planning role, but a relationship and execution role that requires exceptional service standards, attention to detail, and a commitment to helping families stay informed, prepared, and well supported.

Key Responsibilities

Client Relationship Management

• Serve as the main point of contact for a book of FFO clients, delivering consistent and responsive service.
• Conduct regular check-ins to anticipate needs, address concerns, and maintain high engagement.
• Facilitate and prepare for client meetings, including scheduling, materials, and follow-ups.
• Send weekly status updates with key actions, outstanding items, and next steps.

Onboarding & Service Coordination

• Lead the onboarding process for new clients--ensuring a smooth transition and clear expectations.
• Coordinate across the client's external team (e.g., legal, tax, insurance) to ensure alignment and timely action.
• Manage inbound requests and proactively follow up on tasks, ensuring nothing falls through the cracks.
• Keep clients informed on all service activity and updates, acting as the central communicator for their financial life.

Operations & Service Execution

• Process service requests such as new account openings, money movements, document updates, and custodial forms.
• Track ongoing action items to ensure timely resolution and consistent follow-through.
• Maintain clean and accurate records in internal systems (e.g., CRM, task trackers).
• Ensure all FFO deliverables (e.g., reviews, financial updates) are scheduled and completed on time.

Core Skills & Competencies

Education & Experience

• Bachelor's degree in business, finance, economics, or a related field.
• Minimum of 5 years' experience in a client-facing role with a strong emphasis on personalized, high-touch client service.
• Experience within a sales-focused organization is preferred.

Client Service & Relationship Management

• Builds strong rapport with high-net-worth individuals and families.
• Exceptional interpersonal, verbal, and written communication skills.
• High emotional intelligence with a client-first mindset.
• Communicates clearly, proactively, and professionally across stakeholders.
• Skilled in translating internal updates into client-facing communication.

Project & Operations Management

• Manages multiple clients and projects with strong time management and prioritization.
• Self-directed with minimal oversight.
• Coordinates tasks across teams using CRMs (e.g., Salesforce), document tools, and tracking systems.
• Knowledgeable in financial services operations, including custodial forms and account setup.

Detail Orientation & Discretion

• Maintains high accuracy in documentation, scheduling, and notetaking.
• Handles sensitive information with discretion and professionalism, especially in UHNW environments.