Client Concierge at Ameriprise Financial Services, LLC

Riverside, California, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Oct, 26

Salary

31.25

Posted On

17 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Hospitality, Scheduling, Administrative Support, CRM Management, Professional Communication, Time Management, Social Media Management, Website Updates, Event Coordination, Meeting Preparation, Brand Ambassadorship

Industry

Financial Services

Description

Interwoven Family Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Client Concierge to join our client-focused team. This in-person role is ideal for someone with a hospitality or high-touch client service background who can serve as a brand ambassador and elevate the overall client experience. The Client Concierge will be the primary point of contact for clients, ensuring seamless service, proactive support, and a welcoming experience for every client visit. Position Overview The Client Concierge will support the practice by managing client interactions, coordinating in-office experiences, and assisting the advisory team with operational and service needs. We are seeking a detail-oriented, personable professional who thrives in a high-touch, relationship-focused environment and is committed to providing an exceptional client experience. Key Responsibilities Client Experience & Relationship Management Greet and welcome clients and visitors in the office, ensuring a professional and warm environment Manage scheduling and coordinate client meetings and appointments Act as a primary point of contact for client inquiries via phone, email, and in-person visits Provide concierge-style service, anticipating client needs and delivering timely solutions Operations & Administrative Support Support the advisory team with meeting preparation, document organization, and follow-up Assist with practice workflows, including client communications and coordination of special initiatives Help maintain accurate client records and CRM updates Practice & Brand Support Serve as a brand ambassador for Interwoven Family Wealth, representing the practice with professionalism and warmth Support marketing, client events, and in-office initiatives to enhance the overall client experience Oversee the firm’s digital presence by managing website updates and social media activity, ensuring consistent branding, timely content, and a professional client-facing image. Core Attributes We Value Exceptional client service and relationship skills Professionalism and strong ethical standards Proactive, detail-oriented, and organized Collaborative mindset and team-oriented approach Equal Opportunity Employer Interwoven Family Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences. Qualifications 2–5 years of experience in hospitality, guest services, client-facing roles, or similar high-touch service environments Strong interpersonal and communication skills Highly organized with excellent time-management abilities Professional demeanor with a commitment to client satisfaction Ability to work on-site in Riverside, CA Preferred Experience (Not Required) Experience in financial services, wealth management, or advisory office environments Knowledge of CRM systems and basic office technology Interest in long-term career growth within a private wealth advisory practice Compensation & Benefits Starting compensation: $26.50–$31.25 (commensurate with experience) non-exempt Bonus opportunities based on performance Health, dental, and vision insurance 401(k) with employer match Paid time off and holidays

Responsibilities

The Client Concierge serves as the primary point of contact for clients, managing the in-office experience and providing high-touch hospitality. They also support the advisory team with operational tasks, CRM updates, and the firm's digital presence.