About this opportunity
Jambalaya Group lists this Wealth Client Experience Specialist opportunity in town of arcadia, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.