Client Concierge

Client Concierge
Interwoven Family Wealth Private Wealth Advisory Practice of Ameriprise Financial
Full-Time Riverside CA (In-Person)

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 firms digital presence by managing website updates and social media activity ensuring consistent branding timely content and a professional client-facing image.

Qualifications

• 25 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

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

How to Apply
Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.

Equal Opportunity Employer
Interwoven Family Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.