Client Ambassador

About the Opportunity Diamond Pointe Financial is a boutique wealth management firm built on discipline, precision, and a tailored client experience. We serve accomplished individuals and families who expect clarity, consistency, and a refined approach to growing and managing their wealth. We are hiring a Client Ambassador. This is a client-facing role responsible for delivering a seamless, elevated experience while supporting the day-to-day operations of the firm. This role requires the ability to manage multiple responsibilities simultaneously while maintaining a high level of accuracy, professionalism, and responsiveness in a fast-paced client environment. This position offers a structured path toward an internal advisor apprenticeship for the right candidate. Position Overview This role is both client-facing and operational, requiring professionalism, attention to detail, and the ability to manage multiple responsibilities with consistency and composure. Client Experience & Service Serve as a primary point of contact for client service needs and ongoing communication Deliver a polished, responsive, and professional client experience across all interactions Manage scheduling, confirmations, and meeting logistics with attention to detail Maintain a welcoming, organized, and high-standard office environment Build familiarity with client preferences to support a consistent, high-touch experience Operations & Account Support Assist with client account servicing: onboarding, transfers, distributions, and account maintenance Coordinate with custodians and internal systems to ensure timely, accurate processing of client requests Maintain accurate and compliant CRM documentation of all client interactions Execute workflows, task management, and follow-up processes with consistencyEnsure all activities align with firm procedures and regulatory requirements Operational Coordination & Problem Solving Serve as a liaison between clients, advisors, and custodial platforms Proactively identify and resolve client service or operational issues Manage multiple priorities in a fast-paced environment while maintaining precision and organization Anticipate needs and address potential issues before they impact client experience Marketing & Communication Support Assist with social media scheduling, posting, and organization across platforms Monitor and respond to inbound messages, comments, and prospective client inquiries Support content distribution and engagement efforts Maintain a professional and consistent brand presence in all communications Apprenticeship Opportunity Diamond Pointe Financial is committed to developing talent internally. Candidates who demonstrate discipline, professionalism, and long-term potential will have the opportunity to transition into an advisor apprenticeship track, which includes: Continued training and development Client-facing growth opportunities Support in building a book of business Exposure to financial planning, strategy, and client management The selected candidate will be expected to pursue and obtain the following licenses and credentials over time: Series 7 Series 66 North Carolina Life & Health Insurance License Enrolled Agent (EA) designation through the IRS Additional long-term development opportunities may include CFP or CPA pathways. Ideal Candidate Profile We are looking for someone who is: Interested in sales, entrepreneurship, and financial planning Comfortable working directly with clients in a professional setting Interested in finance, financial planning, marketing, and tax strategy Confident in communication and able to maintain a calm, polished presence Organized, detail-oriented, and consistent in execution Coachable, disciplined, and motivated to grow within a structured environment Comfortable being featured in or supporting social media content Qualifications Bachelor’s degree preferred but not required. Candidates without a degree must have relevant experience in sales, client service, or financial services. Strong communication and organizational skills required. Ability to manage multiple responsibilities with attention to detail. Professional demeanor and appearance required. Comfortable working across CRM systems and digital platforms to manage client data, communication, and workflows. Strong organizational skills with the ability to prioritize and execute tasks efficiently. Ability to maintain accuracy and attention to detail across multiple responsibilities. Work Structure Full-time, salary position. Starting at $36,000, with opportunity for performance-based compensation. Semi-hybrid flexibility available; consistent in-office presence is required. Professional dress and presentation expected. To Apply Please send your resume and a brief introduction to View email address on click.appcast.io #J-18808-Ljbffr Diamond Pointe Financial, Inc.