Client Engagement & Relationship Manager

Ameriprise Financial • Roseville, CA

9d • $26 - $33 • Onsite

About The Position

IndigoFlow Wealth Advisory — a private wealth advisory practice with Ameriprise located in Roseville, California — is hiring a Client Engagement & Relationship Manager to be the warm, proactive voice and presence of our firm. This role blends client engagement, lead follow-up, event coordination, and light office administration. You will help ensure that every interaction—whether by phone, text, email, or in person—feels thoughtful, timely, and seamless. Most advisor and client meetings are virtual, so comfort in a digital, conceptual environment is essential.

Requirements

• 1–5+ years experience in client service, hospitality, outreach, or similar
• High comfort with outbound calling
• Strong communication skills
• Bachelor’s degree required

Nice To Haves

• CRM experience helpful

Responsibilities

• Respond quickly and warmly to inbound leads
• Make consistent outbound calls, texts, and emails to follow up with prospects and clients
• Convert outreach into scheduled Exploration Calls and Strategy Sessions
• Build rapport quickly and authentically
• Maintain updated CRM notes and track engagement
• Support nurture workflows to keep prospects and clients engaged
• Coordinate logistics for seminars, client events, and COI partnership activities
• Greet clients and support a positive in-office experience
• Answer the main phone line and triage inquiries
• Prepare/reset conference rooms
• Check scan, and route mail; assist with check scanning
• Maintain office supplies and support general office organization
• Assist with meeting preparation and follow-up
• Support client touchpoints (gifts, cards, milestones)
• Identify opportunities to enhance systems and workflows

Benefits

• Medical, dental, vision, retirement plan, PTO + paid holidays, professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level