Client Concierge

Ameriprise Financial•Riverside, CA

1d•$27 - $31•Onsite

About The Position

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. 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.

Requirements

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

Nice To Haves

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

Responsibilities

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
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
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.