Wealth Advisory Client Experience Lead

Seven Hills Wealth Advisors,A private wealth advisory practice of Ameriprise Financial Services, LLC; Innsbrook (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

Seven Hills Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is hiring a Client Relationship Manager in Richmond, VA. This in-person role focuses on managing client relationships, coordinating service needs, and supporting advisors to deliver exceptional client experiences.

The ideal candidate thrives in a collaborative environment, maintains high organization, and builds long-term relationships with clients and colleagues.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Strong interpersonal and communication skills.
• Ability to work in person from Richmond, VA office.
• Commitment to delivering exceptional client service.
• Willingness to study for and obtain securities licenses within 6 months (SIE, Series 7, Series 66) and Life/Health licenses.

Responsibilities

• Serve as a primary point of contact for client service needs.
• Build and maintain strong client relationships through proactive communication.
• Prepare meeting agendas, reports, and materials for client meetings.
• Coordinate post-meeting follow up and action items.
• Manage client documentation, account servicing, and onboarding processes.
• Support multiple advisors and ensure a high-touch client experience.

Skills

Interpersonal skills

Communication skills

Education

Bachelor's degree or equivalent professional experience

Job description

Seven Hills Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is hiring a Client Relationship Manager in Richmond, VA. This in-person role focuses on managing client relationships, coordinating service needs, and supporting advisors to deliver exceptional client experiences.

The ideal candidate thrives in a collaborative environment, maintains high organization, and builds long-term relationships with clients and colleagues.