Client Relationship Coordinator

Position Overview

The Client Relationship Coordinator serves as the primary point of contact for many client service needs while supporting the advisors with account management, client communications, and daily practice operations. This individual helps create a seamless client experience by coordinating account servicing, managing client relationships, supporting business operations, and ensuring every client interaction is handled with professionalism and care.

Key Responsibilities

• Deliver exceptional client service through prompt, professional communication.
• Serve as a trusted resource for client service requests and account inquiries.
• Guide clients through the onboarding process and ensure accurate account setup.
• Maintain and update client records within the client management system.
• Cook up client meetings and manage advisor calendars.
• Schedule appointments with existing and prospective clients.
• Prepare client correspondence, appreciation notes, and other communications.
• Attend client meetings as needed to support advisors and enhance the client experience.
• Process client transaction requests and follow through to completion.

Practice Operations

• Partner with the Ameriprise home office to establish new accounts and resolve account-related issues.
• Maintain client files in accordance with compliance and record retention requirements.
• Cook up client appreciation events, educational seminars, and other practice initiatives.
• Support advisors with administrative projects and daily business operations.
• Utilize practice technology and marketing resources, including advisor websites, client communication tools, and other Ameriprise platforms.
• Provide recommendations for improving operational efficiency and enhancing the overall client experience.

Team Collaboration & Business Support

• Work collaboratively with advisors, paraplanners, and other team members to ensure exceptional service delivery.
• Proactively identify issues and implement solutions with minimal supervision.
• Manage multiple priorities while maintaining exceptional attention to detail.
• Ensure all activities comply with firm policies, industry regulations, and compliance requirements.
• Perform additional responsibilities as assigned to support the continued success of the practice.

Qualifications & Experience

• Bachelor's degree required.
• Four or more years of experience in client service, office management, or a related professional role.
• Experience supporting high-net-worth clients in a fast-paced, service-oriented environment.
• Experience managing complex calendars and scheduling.
• Financial services industry experience strongly preferred.
• Strong organizational, communication, and problem-solving skills.
• Exceptional attention to detail and accuracy.
• Professional verbal and written communication skills.
• Able to manage multiple priorities while maintaining a high level of client service.
• Able to work independently while collaborating effectively within a small team.

Preferred Skills

• Outstanding relationship-building and interpersonal skills.
• Strong organizational and time management abilities.
• High level of professionalism, discretion, and confidentiality.
• Able to proactively identify solutions and work independently.
• Excellent multitasking and project coordination skills.
• Experience with CRM systems and Microsoft Office.
• Commitment to providing a white-glove client experience.
• Desire to continuously learn and grow within the wealth management profession.

Growth & Development

• At Angeles Wealth Group, you'll become part of a close-knit team dedicated to helping clients achieve confidence in their financial future.
• We value professionalism, collaboration, and exceptional service, creating an environment where every team member's contributions have a direct impact on both the client experience and the success of the practice.
• If you're passionate about delivering outstanding service, enjoy building meaningful client relationships, and are looking for a long-term opportunity with room for professional growth, we'd love to hear from you.

Compensation & Benefits

• Competitive salary based on experience and local market conditions $31.00–$38.00/hour (Non-Exempt).
• Full-time position.
• Employer-subsidized medical and dental insurance.
• 401(k) plan.
• Discretionary profit-sharing plan.
• Discretionary performance bonus.
• Paid holidays and personal time off.
• Long-term career growth opportunities.

Schedule & Work Environment

• Full-time position averaging 37+ hours per week.
• Consistent in-office attendance required during the training period with the possibility of a hybrid schedule in the future based on performance and business needs.
• Professional, collaborative, and client-focused workplace.
• Smoke-free and vape-free environment.
• Opportunity to build lasting relationships with clients while contributing to the continued growth of the practice.