Angeles Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, is seeking a Client Relationship Coordinator in Arcadia, CA. You will be the primary contact for client service needs, supporting advisors with account management, communications, and daily operations.
The role emphasizes organized, proactive relationship-building with high-net-worth clients, ensuring professionalism and a superior client experience while enabling growth within the practice.
#J-18808-LjbffrWealth Client Experience Specialist in town of arcadia at Unknown Company
This position is listed as full time and onsite.