Concierge
About The Position
Liberty FCU, a full-service credit union, is looking for a Part-Time Concierge for Liberty Wealth Services to be the first point of contact for members engaging with the credit union's wealth management program. This role is responsible for delivering a high-touch, personalized experience, coordinating member interactions with financial advisors, and ensuring seamless access to wealth services. The concierge supports both member engagement and internal operations, acting as a liaison between members, advisors, and other departments. If interested, please proceed by clicking apply.
Requirements
- Strong interpersonal and communication skills; ability to build rapport quickly.
- Detail-oriented with excellent organizational and multitasking abilities.
- Familiarity with CRM systems, scheduling tools, and Microsoft Office Suite.
- Passion for member service and a team-oriented mindset.
Nice To Haves
- Experience in financial services, banking, or hospitality preferred.
Responsibilities
- Greet and assist members seeking wealth services, providing a warm and professional first impression.
- Schedule appointments, follow up on inquires, and ensure timely responses to member needs.
- Educate members on available wealth services, including financial planning, investment management, retirement solutions, and insurance offerings.
- Maintain a proactive outreach calendar for client check-ins, event invitations, and service reminders.
- Coordinate advisor calendars, meeting logistics, and documentation flow.
- Prepare onboarding packets, client intake forms, and follow-up materials.
- Serve as a communication bridge between members and advisors.
- Support advisors with client prep, meeting notes, and follow-up tasks.
- Help organize internal training, team meetings, and client appreciation events.
- Promote wealth services through branch signage, newsletters, and member communications.
- Assist in planning and executing seminars, webinars, and educational workshops.
- Track attendance and feedback to improve future engagement efforts.
Benefits
- Paid Holidays
- Paid Time Off (Vacation, Sick and Personal Days)
- Medical, Dental and Vision Insurance
- 401(k) retirement program with matching funds
- Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
- Tuition Reimbursement Program
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
