Wealth Client Experience Specialist

Jambalaya Group; Town of Arcadia (NY); On-site; USD 43,312,000 - 109,547,000; Full time

Benefits offered by this job

Employer-subsidized medical and dental

401(k) plan

Discretionary profit‑sharing

Discretionary performance bonus

Paid holidays and personal time off

Long-term career growth opportunities

Job summary

Angeles Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, is seeking a Client Relationship Coordinator in Arcadia, CA. You will be the primary contact for client service needs, supporting advisors with account management, communications, and daily operations.

The role emphasizes organized, proactive relationship-building with high-net-worth clients, ensuring professionalism and a superior client experience while enabling growth within the practice.

Qualifications

• Bachelor's degree required.
• Four or more years of experience in client service, office management, or related role.
• Experience supporting high-net-worth clients in a fast-paced, service-oriented environment.
• Experience managing complex calendars and scheduling.
• Financial services industry experience strongly preferred.
• Strong organizational, communication, and problem-solving skills.
• Exceptional attention to detail and accuracy.
• Professional verbal and written communication skills.

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

CRM systems

Microsoft Office

Communication

Attention to detail

Problem solving

Team collaboration

Education

Bachelor's degree

4+ years client service experience

Financial services experience (preferred)

Tools

CRM systems

Microsoft Office

Job description

Angeles Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, is seeking a Client Relationship Coordinator in Arcadia, CA. You will be the primary contact for client service needs, supporting advisors with account management, communications, and daily operations.

The role emphasizes organized, proactive relationship-building with high-net-worth clients, ensuring professionalism and a superior client experience while enabling growth within the practice.