Client Ambassador Concierge

Financial Services of America

Meet Financial Services of America

At Financial Services of America, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over four decades of experience serving clients, we’ve built a firm that combines world-class financial expertise with a deeply personal touch.

We don’t just advise — we educate, empower, and guide families toward financial confidence. Every conversation, every meeting, and every event reflects our commitment to trust, integrity, and exceptional service.

If you’re seeking a role where you can truly impact people’s lives, Financial Services of America is where you need to be.

The Role

The Client Ambassador Concierge at Financial Services of America plays a key role in elevating and protecting the client experience.

This is not a call-center position — it is a relationship-driven role focused on gathering meaningful feedback, strengthening trust, and ensuring every client interaction reflects the Financial Services of America standard of excellence.

In this role, you will conduct daily quality control outreach with clients through surveys and proactive phone calls to understand their experience and identify opportunities to improve service and communication.

You will act as the voice of the client within the firm, helping leadership continuously enhance the level of care we deliver.

You will also manage and execute our weekly “Acts of Kindness” initiative by coordinating personalized notes and gifts tied to important moments in our clients’ lives, while responsibly managing a dedicated gifting budget.

Additionally, you will support the firm’s growth by helping satisfied clients share their experiences through Google reviews, testimonials, and referrals, including participation in the Financial Services of America Ambassador Program when appropriate.

Through phone conversations, written communication, in-person interactions, and event engagement, you will serve as a trusted connection point between our clients and advisory team — ensuring clients feel heard, valued, and genuinely cared for.

If you have experience in the financial industry, particularly in retirement planning or investments, and are passionate about delivering an exceptional client experience, this role offers a meaningful opportunity to make an impact.

Responsibilities

• Build trusted relationships with clients and prospects through warm, professional communication.
• Conduct client experience surveys and quality control follow-up calls to improve service delivery.
• Collect testimonials, feedback, and Google reviews that reflect the Financial Services of America client experience.
• Handle client service calls with empathy and confidence.
• Proactively identify referral opportunities and introduce the Financial Services of America Ambassador Program when appropriate.
• Coordinate and follow up on referrals to ensure timely client outreach.
• Execute weekly “Acts of Kindness” through personalized notes and thoughtful client gifting.
• Support marketing and educational events through pre-qualification calls and on-site engagement.
• Represent Financial Services of America at events with professionalism and pride.
• Maintain accurate and detailed documentation within the CRM system.
• Update client and prospect records and support reporting initiatives.
• Assist with marketing event preparation and client communication via phone, text, and email.
• Participate in ongoing training to continuously elevate your impact.
• Support additional initiatives that strengthen client experience and firm growth.

• Schedule
• Full-Time
• Monday through Friday
• 8:30 AM – 5:00 PM

Requirements

Core Skills & Requirements

1. Exceptional Communication & Emotional Intelligence

You communicate clearly, confidently, and compassionately, with the ability to listen deeply, read emotional cues, and make clients feel genuinely heard and understood.

2. Relationship-First Mindset

You naturally prioritize long-term relationships over transactions and understand that trust, consistency, and care are what drive referrals and loyalty.

3. Strong Attention to Detail & Follow-Through

You are highly organized, dependable, and consistent in tracking conversations, surveys, referrals, and follow-ups without things slipping through the cracks.

4. Three Years of Client-Facing or Hospitality Experience

You take pride in delivering a five-star client experience and proactively identify ways to improve service before issues arise.

5. Comfort with CRM Systems & Data Tracking

You are comfortable working within a CRM system to document interactions, maintain accurate records, and support data-driven improvements.

6. Financial Services Experience or Awareness (Preferred)

You have experience in or exposure to financial services and understand the sensitivity, complexity, and importance of conver

Benefits

• Healthcare Insurance
• 401k
• Paid Time Off
• Paid Holidays
• Performance-Based Bonus Opportunities
• Additional earning potential based on results