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Jambalaya Group
Arcadia, CA, US
Source: Jambalaya Group careers · View original posting
From Jambalaya Group's posting. “We” and “our” refer to the employer.
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 environment, and takes pride in delivering an exceptional client experience.
As a key member of our practice, you'll work closely with our advisors to ensure every client interaction reflects our commitment to professionalism, responsiveness, and personalized care. This position also offers opportunities for continued professional growth and advancement within the practice.
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.
The ideal candidate is highly organized, proactive, detail-oriented, and enjoys developing trusted relationships while helping clients navigate important financial milestones.
Compensation
401(k) plan
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.
Why Join Angeles Wealth Group?
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.
Equal Opportunity Employer
A background check will be conducted as part of the hiring process. Successful completion is required for employment in accordance with applicable laws.
Angeles Wealth Group is an Equal Opportunity Employer and welcomes applicants from all backgrounds.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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