Client Engagement & Relationship Manager
Share
Job Location:
Roseville, CA - USA
Monthly Salary:
USD 26 - 33
Posted on:
21 days ago
Vacancies:
1 Vacancy
Job Summary
Client Engagement & Relationship Manager
Client Engagement & Relationship Manager
Location: Roseville CA On-Site Full-Time
Firm: IndigoFlow Wealth Advisory (Ameriprise Private Wealth Practice)
About the Role
Were seeking a warm proactive communicator to be the voice and presence of our firm. This role combines client engagement lead follow-up and event coordination to ensure every interaction feels thoughtful and seamless. Most meetings are virtual so comfort in a digital environment is essential.
Key Responsibilities
Client & Prospect Engagement (Primary)
- Respond promptly to inbound leads
- Make outbound calls texts and emails to schedule consultations
- Build rapport and maintain accurate CRM notes
Client Experience & Office Support (Secondary)
- Greet clients and ensure a positive in-office experience
- Answer phones and assist with meeting prep
- Support logistics for client events and seminars
Career Progression & Licensing Opportunities
Designed for growth this role offers exposure to advisory operations and client relationship management. High performers may pursue firm-supported licensing (Series 6 7 or 65) and advance into practice or operations management. Development includes mentorship training and structured growth plans.
Why Join Us
- Impactful Work: Help clients achieve financial confidence and life goals
- Collaborative Culture: Work with a high-performing values-driven team
- Growth Opportunities: Professional development and advancement potential
Who Thrives Here
- Warm outgoing and proactive
- Strong communicator across phone text and email
- Organized yet adaptable; tech-savvy in virtual workflows
Qualifications
- 15 years in client service hospitality or outreach
- Comfortable with outbound calling
- Bachelors degree required; CRM experience helpful
Compensation & Benefits
Hourly: $26$33 (Non-Exempt)
Bonus: Performance-based
Benefits: Medical dental vision retirement plan PTO paid holidays professional development
How to Apply
Submit your resume and a short cover letter explaining:
- Why you enjoy proactive outreach and relationship-building
- Why this role resonates with you
Equal Opportunity Employer IndigoFlow Wealth Advisory welcomes applicants from all backgrounds.
Required Experience:
Manager
Key Skills
- Business Development
- Employee Orientation
- Public Health
- Account Management
- VersionOne
- Conflict Management
- Project Management
- Relationship Management
- Team Management
- Customer relationship management
- Human Resources
- Public Speaking
About Company
Ameriprise – Troy/Novi, MI – an Ameriprise Financial advisory practice is seeking a fulltime Paraplanner to join our innovative and dynamic team. At Ameriprise ...
