Wealth Client Relations Specialist

Jamba Juice; Arcadia (CA); Hybrid; USD 43,000 - 52,000; Full time

Benefits offered by this job

Medical and dental insurance

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, CA is seeking a Client Relationship Coordinator to be a key contact for client service needs and to support advisors with account management and daily operations.

The ideal candidate has a bachelor’s degree and 4+ years in client service, with strong organizational and communication skills, calendar management, and experience with CRM systems. This full-time role offers growth within the practice and a collaborative team environment.

Qualifications

• 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.
• Exceptional attention to detail and accuracy.
• 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.

Responsibilities

• Deliver exceptional client service through prompt, professional communication.
• Serve as a trusted resource for client service requests and account inquiries.
• Guide clients through the onboarding process and ensure accurate account setup.
• Maintain and update client records within 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.
• Work collaboratively with advisors, paraplanners, and other team members to ensure exceptional service delivery.
• Proactively identify issues and implement solutions with minimal supervision.
• Manage multiple priorities while maintaining exceptional attention to detail.
• Ensure all activities comply with firm policies, industry regulations, and compliance requirements.
• Perform additional responsibilities as assigned to support the continued success of the practice.

Skills

Strong organizational skills

Professional verbal and written comms

Ability to manage multiple priorities

CRM systems

Microsoft Office

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Job description

Angeles Wealth Group in Arcadia, CA is seeking a Client Relationship Coordinator to be a key contact for client service needs and to support advisors with account management and daily operations.

The ideal candidate has a bachelor’s degree and 4+ years in client service, with strong organizational and communication skills, calendar management, and experience with CRM systems. This full-time role offers growth within the practice and a collaborative team environment.