Two or more years of experience in one or more of the following: High-net-worth customer service, Financial services, private banking, or wealth management, Inside sales or appointment setting, Premium hospitality or concierge services, Luxury retail, Another high-touch customer engagement environment. This high-touch customer engagement role is responsible for creating a premium first impression, understanding prospect needs, qualifying opportunities, scheduling appointments, and routing prospects to the appropriate financial professional, branch, or specialized team.