Client Concierge

Riverside, CA, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Hourly

Range $26.50 - $31.25

Work Schedule

Standard Hours

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Paid Time Off

Holidays

Performance bonus

Job Description

Interwoven Family Wealth is a Private Wealth Advisory Practice affiliated with Ameriprise Financial, located in Riverside, California. As a part of Ameriprise Financial, a trusted and well-established financial services company, Interwoven Family Wealth specializes in delivering tailored wealth management solutions to high-net-worth individuals and families. With a focus on personalized, client-centric advisory services, the practice prides itself on building long-lasting relationships and providing strategic financial guidance to help clients achieve their financial goals. The organization fosters a collaborative environment where experienced financial advisors and support staff work together to elevate the client experience through professionalism, expertise, and attentive service.
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Job Requirements

High school diploma or equivalent
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

Job 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
Experience in financial services wealth management or advisory office environments preferred
Knowledge of CRM systems and basic office technology preferred
Interest in long-term career growth within a private wealth advisory practice preferred

Job Duties

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

Job Criteria

Experience

Mid Level (3-7 years)

Job Location

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