About this opportunity
Jambalaya Group lists this Wealth Client Relations Lead opportunity in arcadia, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Angeles Wealth Group is a private wealth advisory practice of Ameriprise Financial Services, located in Arcadia, California. We seek a Client Relationship Coordinator who will be the main client contact, helping advisors with account management, communications, and daily operations to deliver an outstanding client experience.
The role emphasizes organizing client records, coordinating meetings, and guiding onboarding while maintaining a proactive, professional approach and a strong focus on
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Worksite address
arcadia, CA, 91006, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.