Client Relations Specialist

Client Relations Specialist
Angels Wealth Group – An Ameriprise Financial Advisory Practice
Location: Arcadia, California | Full-Time | In-Office

Angels Wealth Group, an Ameriprise Financial advisory practice, is seeking a Client Relations Specialist to join our growing team in Arcadia, California. This role is ideal for someone who is highly organized, proactive, and passionate about delivering exceptional client service within a financial planning environment.

The Client Relations Specialist plays a critical role in supporting advisors, preparing for client meetings, and ensuring a seamless client experience from start to finish. This position offers the opportunity to grow within the financial services industry. While licensing is not required upon hire, the practice is open to supporting future industry licensing for individuals interested in expanding their career in wealth management.

Key Responsibilities

• Support advisors with client meeting preparation and follow-up


• Attend client meetings and assist with documenting action items and next steps


• Track tasks and ensure follow-ups are completed in a timely manner


• Maintain accurate client records and assist with CRM management


• Provide high-level client service and communication


• Anticipate client needs and help ensure advisors are prepared for upcoming meetings


• Assist with operational and administrative support across the practice

Qualifications

• Bachelor’s degree required


• 2–5 years of client service experience, preferably in a professional services or financial services environment


• Strong attention to detail and organizational skills


• Ability to manage multiple priorities and follow through on tasks


• Excellent written and verbal communication skills


• Driven, proactive, and client-focused mindset


• Interest in building a career within the financial services or wealth management industry

Work Environment

• Full-time, in-office position in Arcadia, CA


• Collaborative team environment within an established financial advisory practice


• Opportunity for career growth and future licensing

Compensation and Benefits

• Competitive salary: $27.50 – $33.50/hr+, based on experience




• Non-exempt




• Health insurance stipend


• 401(k)


• Paid time off (PTO)


• Vacation days


• Paid holidays

About Angels Wealth Group
Angels Wealth Group is an Ameriprise Financial advisory practice dedicated to helping clients achieve their financial goals through comprehensive financial planning and investment management. The team prides itself on delivering personalized service and building long-term relationships with clients and their families.

If you are someone who enjoys staying organized, anticipating needs, and helping a team deliver an exceptional client experience, we encourage you to apply.

How to Apply

Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.

Equal Opportunity Employer

Angels Wealth Group is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.