Client Relations Concierge

Atlas Private Wealth Advisors is a prestigious wealth management firm managing over $1 billion in assets for a select group of high-net-worth families and individuals. We're looking for a Client Relations Concierge to join the small, tight-knit team that directly supports our two managing partners and owners.

This is a client-facing executive assistant / senior client relations role with real visibility. You'll be the polished, dependable presence our top clients interact with every day, handling their requests with precision, anticipating their needs, and making sure nothing falls through the cracks. This is a fully remote position, so we're looking for someone who is highly organized, self-motivated, and fully self-sufficient: someone who manages their own time, tasks, and calendar without needing to be managed. If you take pride in flawless execution and can find a way to get anything done, this role is for you.

Responsibilities

• Serve as a primary point of contact for the firm's top clients, responding to requests and resolving issues with speed, care, and discretion

• Provide executive-level support to the managing partners, including calendar management, meeting preparation, and follow-through on client directives

• Deliver a white-glove onboarding experience for new clients, ensuring accurate account setup and documentation and a warm introduction to the firm

• Facilitate account opening, rollovers, transfers, and beneficiary updates, ensuring paperwork accuracy and timely completion

• Support money movement requests (ACH, wires, deposits, withdrawals, transfers) in accordance with LPL Financial guidelines

• Maintain accurate client records and workflow tracking using Redtail CRM

• Partner with advisors, operations staff, and LPL Financial to resolve client service issues

• Anticipate client needs and flag opportunities for the partners and advisors to deepen relationships

• Draft polished client communications, including meeting follow-ups and day-to-day correspondence

• Ensure compliance with firm policies, industry standards, and confidentiality requirements

• Contribute to process improvements that make the client experience smoother and more efficient

Qualifications

• Extreme attention to detail. In a role where accuracy matters enormously, you catch what others miss

• Resourcefulness. You find answers, solve problems independently, and make things happen without waiting to be told how

• Exceptional organization and self-motivation, with a proven ability to manage your own time, tasks, and calendar in a remote setting

• A high level of self-sufficiency. You take ownership, prioritize effectively, and keep work moving without close supervision

• 5+ years of experience in wealth management, private banking, executive assistance, or another senior client-facing role

• Outstanding interpersonal skills and the poise to build credibility and rapport with high-profile clients

• Exceptional written and verbal communication

• Ability to manage multiple priorities in a fast-moving environment

• Absolute discretion with confidential client and firm information

• A working understanding of financial concepts and products (or the aptitude to learn quickly)

• Proficiency in Microsoft Office Suite. Experience with Redtail, ClientWorks, or LPL Financial is a plus

What We Offer

• Competitive base salary plus annual performance bonus eligibility

• 401(k) with up to 4% employer match

• Health insurance, including a plan option where the firm covers 100% of your monthly premium

• Voluntary dental and vision plans

• Generous sick leave and PTO

• Summer Fridays