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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) with employer match
Paid Time Off
Holidays
Bonus opportunities
Job Description
Interwoven Family Wealth is a Private Wealth Advisory Practice of Ameriprise Financial, located in Riverside, CA. As part of the larger Ameriprise Financial network, Interwoven Family Wealth specializes in delivering personalized wealth management and financial advisory services to clients with diverse financial needs and goals. The firm is committed to building long-term relationships based on trust, professionalism, and exceptional client service. Known for its client-centered approach and comprehensive financial planning, Interwoven Family Wealth values professionalism, collaboration, and ethical standards in every aspect of its practice.
The Client Concierge role at Interwoven Family Wealth is a full-time, in-person position based ... Show More
The Client Concierge role at Interwoven Family Wealth is a full-time, in-person position based ... Show More
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
- 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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