Administrative Skills, Brand Marketing (Branding), Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Satisfaction, Customer Support/Service, Dental Insurance, Detail Oriented, Diversity, Financial Services, Hospitality and Tourism, Interpersonal Skills, Interwoven, Marketing, Operational Support, Organizational Skills, Plan Meetings, Record Keeping, Sales Management, Schedule Development, Social Media, Team Player, Time Management, Vision Plan, Wealth Management, Website Management
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.
To ensure a consistent hiring process, please do not contact the practice directly. All applications and inquiries should be directed through our recruiting team.
Requirements
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
Benefits
Compensation & Benefits
- Starting compensation: $26.50–$31.25 (commensurate with experience)
- Bonus opportunities based on performance
- Health, dental, and vision insurance
- 401(k) with employer match
- Paid time off and holidays