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SWAN Capital

Client Concierge

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Job Description

Client Concierge Pensacola, FL | Full-Time | Monday-Friday, 7:30 AM-3:30 PM You're the first person a client meets when they walk through our doors — and the one who makes sure they're already looking forward to their next visit by the time they leave.

This is an opening-shift role:

you'll open the office each morning, own the lobby and hospitality experience, and handle the scheduling work that keeps our advisors' calendars full. Front Desk & Client Experience Open the office each morning following our opening checklist, completed before the first appointment arrives Greet every client warmly and by name Bake cookies each morning and offer every client a beverage and a fresh cookie Prepare flowers for client delivery with care and attention to detail Anticipate client and advisor needs throughout each visit — beverages, printing, seating for family members Complete a warm check-out for every client: confirm next steps and get their next visit on the calendar Maintain the cleanliness and readiness of the lobby, conference rooms, and kitchen area Handle incoming mail, packages, and client checks Scheduling & Confirmation Make next-day confirmation calls early each morning, timed to the client's time zone, so there's still time to fill an opening if someone cancels Schedule client visits at check-out and by phone, email, and text Fill cancellations and openings in advisor calendars during quieter stretches of the day Prepare next-day visit packets Morning Coverage (7:30-10:00 AM) Clear overnight voicemail and messages first thing each morning Answer live calls and handle client requests until your partner role begins at 10:00 AM Review advisor calendars each morning for overnight changes or conflicts What You Bring Experience in hospitality, customer service, or a client-facing administrative role A naturally warm, professional demeanor — people feel taken care of around you Confident, outgoing communicator, comfortable making outbound calls without losing warmth Able to stay calm and organized juggling a lobby, a phone, and a calendar at once High attention to detail and follow-through Self-managed, coachable, and accountable Schedule & Physical Requirements Monday-Friday, 7:30 AM-3:30 PM, in-office Primarily seated at the front desk, with frequent standing and walking Regularly lifts up to 25 lbs (supplies, packages, event materials) Occasional early morning or evening hours for client and firm events

Compensation:

$18.00-$21.00/hour, based on experience

Benefits:

401(k), health insurance, paid time off

•(confirm final package)

•

Work Location:

Pensacola, FL — In person

Pay:

$18.00 - $23.00 per hour Expected hours: No more than 40.0 per week

Benefits:

401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Experience:

Customer service: 1 year (Required) Ability to

Commute:

Pensacola, FL 32502 (Required)

Work Location:

In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance