Wealth Client Relations Manager - Hybrid (In-Office 6 Months)

Ameriprise Financial Services, LLC; Glendale (CA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Annual bonus program

Tuition reimbursement for licenses

401(k) retirement plan

Job summary

Castlewatch Wealth in Glendale, CA is seeking a Client Relationship Manager to support advisors, prep client meetings, manage service requests, and ensure accurate, efficient client servicing.

The role requires active securities licenses, comfort with MoneyGuidePro, and the ability to manage multiple priorities; initial in-office six months with potential hybrid later. Compensation is $33.65-$52.88/hour, annual $70,000-$110,000, with benefits.

Qualifications

• Current and active securities licenses required - series 7, series 66 and CA life & health.
• Previous experience in wealth management or client relationship roles strongly preferred.
• Experience with MoneyGuidePro or comparable financial planning software preferred.
• Familiarity with financial calculators and basic financial calculations.
• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and follow through on time-sensitive requests.
• Professional, service-oriented approach to working with clients and colleagues.
• Bachelor’s degree preferred.

Responsibilities

• Prepare client files, reports, and supporting materials for client meetings.
• Attend client meetings, take detailed notes, and document follow-up items.
• Enter and maintain accurate client information within the firm’s systems.
• Assist with new account applications and other client paperwork.
• Support the financial planning process using MoneyGuidePro.
• Review and help manage advisor inboxes to ensure client requests are addressed promptly.
• Communicate with clients regarding service needs and obtain advisor verbal authorization when required.
• Coordinate follow-up tasks after client meetings and track items through completion.
• Maintain accurate, organized, and compliant client records.
• Collaborate with advisors and other team members to provide a high level of client service.
• Identify opportunities to improve processes and enhance the overall client experience.

Skills

Communication

Attention to detail

Organized

Customer service

Education

Bachelor's degree preferred

GPA 3.5+ preferred

Tools

MoneyGuidePro

Job description

Castlewatch Wealth in Glendale, CA is seeking a Client Relationship Manager to support advisors, prep client meetings, manage service requests, and ensure accurate, efficient client servicing.

The role requires active securities licenses, comfort with MoneyGuidePro, and the ability to manage multiple priorities; initial in-office six months with potential hybrid later. Compensation is $33.65-$52.88/hour, annual $70,000-$110,000, with benefits.