Top 22 Transition concierge Jobs in Sunrise, 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
Concierge
Yamato Nursing and Rehabilitation Center —Boca Raton, FL
- $18 - $23 an hour
- Full-time
- Skilled nursing facility
- Rehabilitation center
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
11d
Concierge - RIVANI Class X
Black Briar Management —Miami, FL
- $28 - $36 an hour
- Full-time
- Spanish
- Writing skills
- English
- Free parking
Quick Apply
Care Concierge: Fort Lauderdale to Boca Raton, Florida
Carewell —Fort Lauderdale, FL
- Full-time
- Spanish
- Google Workspace
- Home Health
- Paid holidays
- Disability insurance
Quick Apply
7d
Luxury Cruise Sales Advisor
Luxury Cruise Connections —Miami, FL
- Full-time
- Hybrid work
- Mid-level
- 3 years
- High school diploma or GED
Quick Apply
Specialist, CPD Client Services
Office Depot —Boca Raton, FL
- $16.72 - $28.42 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
- Commuter assistance
- Health savings account
Refugee Cultural and Community Liaison
Gulf Coast JFCS —Miami, FL
- $21.63 an hour
- Background check
- Pass drug screening
- Mid-level
- 403(b) matching
- Mileage reimbursement
Quick Apply
Coordinator of Operations – Concierge Services
5th Avenue Concierge —Miami, FL
- $36,000 - $48,000 a year
- Overnight shift
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
12d
Mental Health Technician (Day Shift)
Gulf Coast JFCS —Oakland Park, FL
- $15 an hour
- Evening shift
- Background check
- Pass drug screening
- Residential
- Mileage reimbursement
- AD&D insurance
Quick Apply
5d
Mental Health Technician (Overnight Shift)
Gulf Coast JFCS —Oakland Park, FL
- $15 an hour
- Overnight shift
- Background check
- Pass drug screening
- Residential
- Mileage reimbursement
- AD&D insurance
Quick Apply
5d
Senior Longevity & Wellness Coach
SEHEIAH LLC —Aventura, FL
- $50,000 - $55,000 a year
- Full-time
- Spanish
- English
- Driver's License
- Paid time off
Quick Apply
8d
Event Services Manager - Embassy Suites by Hilton Fort Lauderdale 17th Street
Hilton —Fort Lauderdale, FL
- Full-time
- Mid-level
- Hotel
- Communication skills
- Paid parental leave
- Employee stock purchase plan
11d
Director, Transition Marketing
MDVIP LLC —Boca Raton, FL
- Marketing
- Primary Care
- HIPAA
- Health savings account
- AD&D insurance
13d
Director Shared Services
SBA Network Services, LLC —Boca Raton, FL
- Full-time
- Bilingual
- 5 years
- Office
- Employee stock purchase plan
- Paid holidays
Quick Apply
11d
PT Sales Associate: Paul Fredrick
Leap —Boca Raton, FL
- $16 - $19 an hour
- Part-time
- 18 years or older
- Google Workspace
- Merchandising
- 401(k)
- Paid time off
Quick Apply
5d
Maître d’
Sushi by Bou Global LLC —Fort Lauderdale, FL
- $10.98 an hour
- Part-time
- Mid-level
- In-person
- 2 years
Quick Apply
3d
Primary Care Physician
Chen Medical Associates —Deerfield Beach, FL
- $238,832 - $341,189 a year
- Full-time
- Medicine
- Surgery
- Writing skills
- Opportunities for advancement
ERP Technical Lead
SBA Network Services, LLC —Boca Raton, FL
- Full-time
- 7 years
- Azure
- Computer Science
- Employee stock purchase plan
- Paid holidays
Quick Apply
5h

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

3rd Shift Desk Attendant
Collective House Realty —Columbus, OH
Be the First Point of Contact: Serve as the welcoming face and trusted resource for residents, addressing inquiries, service requests, and everyday concerns…
$20 - $22 an hour
Quick Apply
Remote Energy Efficiency Customer Support Specialist
CLEAResult Consulting Inc. —Columbus, OH
Experience handling inbound or outbound voice calls. If applicable, meet all DOT qualification requirements and comply with all applicable federal, state, and…
$17 an hour
Quick Apply
23h

I want to receive the latest job alert for transition concierge in sunrise, fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Senior Transition Concierge

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

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

transition concierge jobs in sunrise, fl

Senior Transition Concierge

Concierge

Concierge - RIVANI Class X

Care Concierge: Fort Lauderdale to Boca Raton, Florida

Luxury Cruise Sales Advisor

Specialist, CPD Client Services

Refugee Cultural and Community Liaison

Coordinator of Operations – Concierge Services

Mental Health Technician (Day Shift)

Mental Health Technician (Overnight Shift)

Senior Longevity & Wellness Coach

Event Services Manager - Embassy Suites by Hilton Fort Lauderdale 17th Street

Director, Transition Marketing

Director Shared Services

PT Sales Associate: Paul Fredrick

Maître d’

Primary Care Physician

ERP Technical Lead

Explore jobs in cities nearby

I want to receive the latest job alert for transition concierge in sunrise, fl

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected