Top 200 Care concierge Jobs in Atlantis, Fl

Senior Transition Concierge
Concorde Investment Services —Boca Raton, FL
- $60,000 - $70,000 a year
- Full-time
- Office
- Microsoft Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
1d
Wellness Advocate
Confidential —Florida
- $50,000 - $55,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Butler
KW Property Management LLC —Juno Beach, FL
- $24 an hour
- Full-time
- Serving
- Mid-level
- 3 years
Quick Apply
Receptionist (Medical)
The Recovery Village —Lake Worth, FL
- Monday to Friday
- Adults
- Inpatient
- High school diploma or GED
- Health savings account
- Dental insurance
Quick Apply
Front Desk- Healthcare Concierge
Palm Garden of West Palm Beach —West Palm Beach, FL
- $15 an hour
- Part-time
- 1 year
- Entry level
- Health insurance
- 401(k)
Quick Apply
2d
Weekend Daytime Concierge (Sat & Sun, 7am-3pm)
Bozzuto —West Palm Beach, FL
- $20.19 - $21.00 an hour
- Weekends as needed
- Writing skills
- Mid-level
- Residential
Client Concierge
Robinson and Casey, PLLC —Boca Raton, FL
- $70,000 - $75,000 a year
- Online Application
- Mid-level
- Communication skills
- Opportunities for advancement
Quick Apply
3d
Start Your Aviation Career | Customer Service Agent
Jet Aviation —West Palm Beach, FL
- $21 - $22 an hour
- In-person
- Restaurant experience
- Entry level
- Disability insurance
- Dental insurance
Client Services Trip Support Specialist
Alerion Aviation —West Palm Beach, FL
- Weekends as needed
- Hybrid work
- Research
- Mid-level
- Office
- Health savings account
- AD&D insurance
Baggage Attendant -WPB Station
Brightline Trains —West Palm Beach, FL
- $20 an hour
- Weekends as needed
- 18 years or older
- High school
- Office
Quick Apply
4d
Patient Care Tech (PCT) -Concierge
Good Samaritan Medical Center —West Palm Beach, FL
- Full-time
- Acute care
- Hospital
- BLS Certification
- Health savings account
- Health insurance
West Palm Beach - Front Desk | Part-Time (Late Afternoon)
5th Avenue Concierge —West Palm Beach, FL
- $15 an hour
- Part-time
- Computer literacy
- Residential
- Computer skills
Quick Apply
7d
Patient Experience Concierge, Patient Experience
Boca Raton Regional Hospital —Boca Raton, FL
- $16.00 - $17.84 an hour
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Health insurance
PBX Operator (Full Time)
Hilton —West Palm Beach, FL
- Full-time
- Entry level
- Paid parental leave
- Employee stock purchase plan
1d
Concierge Customer Service Agent
Aroma360 —Boca Raton, FL
- $23 - $24 an hour
- Full-time
- Mid-level
- Contracts
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Registered Nurse
Prestige Concierge Nursing —Boca Raton, FL
- $100 - $115 an hour
- Travel nursing
- RN License
- BLS Certification
- HIPAA
- Mileage reimbursement
- Opportunities for advancement
Quick Apply
12d
Seasonal Delivery Driver
Altima Caviar —Palm Beach County, FL
- $15 - $20 an hour
- Seasonal
- Driver's License
- Organizational skills
- Communication skills
- Paid training
- Mileage reimbursement
Quick Apply
7d
Med Spa Coordinator & Treatment Room Assistant, Full-Time
Injection Perfection Medical Spa —Boca Raton, FL
- From $25 an hour
- Email
- Background check
- Private practice
- Mid-level
- Wellness program
- On-the-job training
Quick Apply
6d
Member Services Representative
MDVIP LLC —Boca Raton, FL
- Microsoft Excel
- Primary Care
- Research
- Health savings account
- AD&D insurance
8d
Service Concierge
Foreign Affairs Auto —West Palm Beach, FL
- $65,000 - $80,000 a year
- Call employer
- Mid-level
- 2 years
- Communication skills
- Paid holidays
- Health insurance
Quick Apply

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Senior Transition Concierge

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year
1 day ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Teamwork
Collaboration
Employee relationship building
Microsoft Office
Bachelor's degree
Organizational skills

Full Job Description

Position Summary

The Senior Transition Concierge serves as the face of Concorde during one of the most important moments in an advisor's relationship with the firm: their transition to a new business home. This role creates each advisor's first impression of Concorde and is responsible for delivering an exceptional, concierge-level onboarding experience that inspires confidence, builds trust, and establishes long-term relationships from day one.

This is one of the firm's most visible and strategically important positions. Every advisor transition directly influences advisor productivity, long-term satisfaction, and Concorde's reputation in the marketplace. Advisors who experience an exceptional onboarding process become productive more quickly, build confidence in the organization, and are significantly more likely to refer other advisors to the firm.

The ideal candidate is a positive, energetic, emotionally intelligent professional who thrives on building relationships, solving complex problems, leading through influence, and continuously improving the advisor experience.

Why Join Concorde?

Play a pivotal role in shaping every advisor's first impression of the firm.
Join a collaborative culture where ideas are encouraged and continuous improvement is expected.
Partner directly with executive leadership and every major business unit.
Help build a best-in-class advisor onboarding experience that differentiates Concorde in the marketplace.
Have the opportunity to influence processes that directly impact advisor satisfaction, recruiting success, and firm growth.

Key Responsibilities

Serve as the trusted advisor, primary relationship manager, and single point of contact throughout each advisor transition.
Represent Concorde with professionalism, executive presence, exceptional communication skills, and the ability to quickly build trust and confidence with advisors and internal business partners.
Develop and manage customized transition project plans, timelines, milestones, and onboarding checklists.
Serve as the central point of coordination between advisors and Compliance, Operations, Technology, Licensing, Finance, Recruiting, Marketing, and Executive Leadership.
Provide day-to-day leadership and coordination for the Transition team by fostering accountability, collaboration, consistency, and service excellence.
Anticipate challenges, remove obstacles, and creatively solve issues before they impact the onboarding experience.
Demonstrate the ability to calmly resolve conflict, de-escalate difficult situations, navigate competing priorities, and build consensus among advisors, internal departments, and external business partners.
Continuously evaluate onboarding processes and recommend and implement improvements that increase efficiency, reduce risk, and elevate the advisor experience.
Quickly learn new technologies and business applications while leveraging technology to improve communication, organization, workflow efficiency, and advisor satisfaction.
Coordinate technology onboarding, licensing, registrations, account transfers, system access, vendor engagement, and onboarding milestones.
Provide proactive communication, establish clear expectations, and ensure advisors always understand status, timelines, and next steps.
Track key performance metrics and use data to improve transition quality and consistency.
Develop lasting advisor relationships that extend beyond onboarding through exceptional follow-up and concierge-level service.

Preferred Qualifications

Bachelor's degree preferred.
3+ years of experience in financial services, advisor onboarding, client experience, operations, project coordination, or wealth management.
Experience within a FINRA registered broker-dealer, RIA, or wealth management firm strongly preferred.
Working knowledge of licensing, registration, and onboarding processes (including Forms U4/U5) preferred.
Experience coordinating complex projects across multiple departments.

Skills & Competencies

Exceptional organization, prioritization, and project management skills.
Outstanding written, verbal, and interpersonal communication.
Executive presence, emotional intelligence, and relationship-building ability.
Highly positive, optimistic, adaptable, and solutions-oriented mindset.
Creative problem solver with exceptional follow-through.
Ability to lead through influence while motivating teammates toward shared goals.
Strong conflict resolution and customer service skills.
Advanced Microsoft 365 proficiency and aptitude for learning new technologies quickly.
Commitment to continuous improvement and delivering a world-class advisor experience.

What Success Looks Like

Advisors consistently describe their onboarding as seamless, organized, and exceptional.
Transitions are completed accurately, on schedule, and with minimal disruption.
Internal departments operate with accountability, collaboration, and transparency.
Advisor confidence results in stronger retention, faster productivity, and increased referral opportunities.
The onboarding program continually evolves through innovation and measurable process improvements.

What You'll Love About Concorde

At Concorde, you'll have the opportunity to make a meaningful impact every day. You'll work with talented professionals who genuinely care about advisors, value new ideas, and encourage innovation. If you're energized by building relationships, improving processes, solving meaningful business challenges, and creating exceptional customer experiences, you'll find a career—not just a job—at Concorde.

Work Location & Travel

This position is based in Boca Raton, Florida and is expected to work from Concorde's corporate headquarters. Occasional travel may be required to support advisor transitions, office openings, onboarding events, and other business initiatives.

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

care concierge jobs in atlantis, fl

Senior Transition Concierge

Wellness Advocate

Butler

Receptionist (Medical)

Front Desk- Healthcare Concierge

Weekend Daytime Concierge (Sat & Sun, 7am-3pm)

Client Concierge

Start Your Aviation Career | Customer Service Agent

Client Services Trip Support Specialist

Baggage Attendant -WPB Station

Patient Care Tech (PCT) -Concierge

West Palm Beach - Front Desk | Part-Time (Late Afternoon)

Patient Experience Concierge, Patient Experience

PBX Operator (Full Time)

Concierge Customer Service Agent

Registered Nurse

Seasonal Delivery Driver

Med Spa Coordinator & Treatment Room Assistant, Full-Time

Member Services Representative

Service Concierge

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