Wealth Client Relations Specialist

Ameriprise Financial Services, LLC; Arcadia (CA); Híbrido; USD 43 000 - 52 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

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

Resumo da oferta

Angeles Wealth Group in Arcadia, California, is seeking a Client Relationship Coordinator to join our growing private wealth advisory team. You will be the primary contact for client service needs, support advisors with account management, and help deliver a seamless, white-glove client experience.

The ideal candidate is highly organized, detail-oriented, and capable of managing multiple calendars and communications.

Qualificações

• Bachelor’s degree required.
• Four or more years of experience in client service, office management, or a related professional 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.
• Professional verbal and written communication skills.
• Ability to manage multiple priorities while maintaining a high level of client service.
• Ability to work independently while collaborating effectively within a small team.

Responsabilidades

• Deliver exceptional client service through prompt, professional communication.
• 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, appreciation notes, and other communications.
• Attend client meetings as needed to support advisors and enhance the client experience.
• Process client transaction requests and follow through to completion.
• Partner with the Ameriprise home office to establish new accounts and resolve account-related issues.
• Maintain client files in accordance with compliance and record retention requirements.
• Coordinate client appreciation events, educational seminars, and other practice initiatives.
• Support advisors with administrative projects and daily business operations.
• Utilize practice technology and marketing resources, including advisor websites, client communication tools, and other Ameriprise platforms.
• Provide recommendations for improving operational efficiency and enhancing the overall client experience.

Conhecimentos

Organizational skills

Communication skills

Problem-solving

Independent work

Team collaboration

Formação académica

Bachelor's degree

Ferramentas

CRM systems

Microsoft Office

Descrição da oferta de emprego

Angeles Wealth Group in Arcadia, California, is seeking a Client Relationship Coordinator to join our growing private wealth advisory team. You will be the primary contact for client service needs, support advisors with account management, and help deliver a seamless, white-glove client experience.

The ideal candidate is highly organized, detail-oriented, and capable of managing multiple calendars and communications.