Client manager • riverside ca
Interwoven Family Wealth – Private Wealth Advisory Practice of Ameriprise Financial.Full-Time | Riverside, CA (In-Person).Interwoven Family Wealth, a Private Wealth Advisory Practice of Ameriprise ...Show more
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Client Concierge
Interwoven Family Wealth – Private Wealth Advisory Practice of Ameriprise Financial
Full-Time | Riverside, CA (In-Person)
Interwoven Family Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Client Concierge to join our client-focused team.
This in-person role is ideal for someone with a hospitality or high-touch client service background who can serve as a brand ambassador and elevate the overall client experience.
The Client Concierge will be the primary point of contact for clients, ensuring seamless service, proactive support, and a welcoming experience for every client visit.
Position Overview
The Client Concierge will support the practice by managing client interactions, coordinating in-office experiences, and assisting the advisory team with operational and service needs.
We are seeking a detail-oriented, personable professional who thrives in a high-touch, relationship-focused environment and is committed to providing an exceptional client experience.
Key Responsibilities
Client Experience & Relationship Management
Operations & Administrative Support
Practice & Brand Support
Qualifications
Preferred Experience (Not Required)
Compensation & Benefits
Core Attributes We Value
How to Apply
Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.
Equal Opportunity Employer
Interwoven Family Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.
