Client Concierge

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 Greet and welcome clients and visitors in the office, ensuring a professional and warm environment Manage scheduling and coordinate client meetings and appointments Act as a primary point of contact for client inquiries via phone, email, and in-person visits Provide concierge-style service, anticipating client needs and delivering timely solutions Operations & Administrative Support Support the advisory team with meeting preparation, document organization, and follow-up Assist with practice workflows, including client communications and coordination of special initiatives Help maintain accurate client records and CRM updates Practice & Brand Support Serve as a brand ambassador for Interwoven Family Wealth, representing the practice with professionalism and warmth Support marketing, client events, and in-office initiatives to enhance the overall client experience Oversee the firm's digital presence by managing website updates and social media activity, ensuring consistent branding, timely content, and a professional client-facing image. Core Attributes We Value Exceptional client service and relationship skills Professionalism and strong ethical standards Proactive, detail-oriented, and organized Collaborative mindset and team-oriented approach Equal Opportunity Employer Interwoven Family Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences. Qualifications 2-5 years of experience in hospitality, guest services, client-facing roles, or similar high-touch service environments Strong interpersonal and communication skills Highly organized with excellent time-management abilities Professional demeanor with a commitment to client satisfaction Ability to work on-site in Riverside, CA Preferred Experience (Not Required) Experience in financial services, wealth management, or advisory office environments Knowledge of CRM systems and basic office technology Interest in long-term career growth within a private wealth advisory practice Compensation & Benefits Starting compensation: $26.50-$31.25 (commensurate with experience) non-exempt Bonus opportunities based on performance Health, dental, and vision insurance 401(k) with employer match Paid time off and holidays #J-18808-Ljbffr