Client Concierge
Job Description
Job Description
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
- 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.
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
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
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.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.