# Client Concierge

**Company:** [Jambalaya Group](http://jobs.workable.com/companies/u2aCc74X936VMFeq9WZDER.md)
**Location:** Riverside, United States
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/796d0ea9-6159-4892-b994-a215844c4816)

## 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