Client Concierge

Job Description

Job Description

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.

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)
• non-exempt
• Bonus opportunities based on performance
• Health, dental, and vision insurance
• 401(k) with employer match
• Paid time off and holidays