Client Experience & Onboarding Coordinator

Ameriprise Financial - California; Arcadia (CA); On-site; USD 42,705 - 52,348; Full time

Benefits offered by this job

Employer-subsidized medical and dental

401(k) plan

Discretionary profit-sharing plan

Discretionary performance bonus

Paid holidays and personal time off

Long-term career growth opportunities

Job summary

Angeles Wealth Group in Arcadia, California seeks a Client Relationship Coordinator to deliver outstanding client service and coordinate account management. You will support advisors, manage calendars, and guide onboarding for clients, ensuring precise records and timely communications.

The role emphasizes organization, proactive problem-solving, and collaboration within a small team, with opportunities for growth in a private wealth advisory practice.

Qualifications

• Bachelor's degree required.
• Four+ years in client service, office management, or related role.
• Experience supporting high-net-worth clients in fast-paced, service-oriented environment.
• Experience managing complex calendars and scheduling.
• Financial services experience preferred.
• Strong organizational, communication, and problem-solving skills.
• Exceptional attention to detail and accuracy.
• Professional verbal and written communication skills.
• Ability to manage multiple priorities while maintaining high client service.
• Ability to work independently while collaborating in a small team.

Responsibilities

• Deliver exceptional client service through prompt, professional communication.
• Serve as a trusted resource for client service requests and account inquiries.
• Guide clients through onboarding and ensure accurate account setup.
• Maintain and update client records in the client management system.
• Coordinate client meetings and manage advisor calendars.
• Schedule appointments with existing and prospective clients.
• Prepare client correspondence and other communications.
• Attend client meetings to support advisors and enhance the client experience.
• Process client transaction requests and follow through to completion.

Skills

Client service

Calendar management

Communication

Attention to detail

Team collaboration

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Job description

Angeles Wealth Group in Arcadia, California seeks a Client Relationship Coordinator to deliver outstanding client service and coordinate account management. You will support advisors, manage calendars, and guide onboarding for clients, ensuring precise records and timely communications.

The role emphasizes organization, proactive problem-solving, and collaboration within a small team, with opportunities for growth in a private wealth advisory practice.