Client Relationship Coordinator

Full-Time Information and Record Clerks

Position: Client Relationship Coordinator

Angeles Wealth Group
A private wealth advisory practice of Ameriprise Financial Services
Location: Arcadia, California

Build Meaningful Client Relationships That Make a Difference

At Angeles Wealth Group, we believe exceptional client service is the foundation of every successful financial planning relationship.
We help high-net-worth individuals and families prepare for and enjoy a successful retirement by delivering personalized advice, proactive service, and an outstanding client experience.

We are seeking an experienced Client Relationship Coordinator to become an integral part of our growing team.
This role is ideal for a service-driven professional who enjoys building lasting client relationships, thrives in a fast-paced environme...