Client Concierge

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.