Client Concierge
Our Core Purpose is: Helping clients align their resources with their purpose to inspire generous living. We recruit, retain, and reward our team members based on our Core Values:
1. People First: We see one another as people, not as objects. We grieve together, celebrate together, serve together, and cheer one another on.
2. Batteries Included, Fully Charged: We are proactive team players who take initiative to solve problems and bring our best energy to every situation.
3. Accountable Always, No Excuses: If we become aware of an issue, we take responsibility, apologize, and make it right -- regardless of whether anyone would ever know.
4. Growth Mindset: We intentionally push ourselves to achieve greater impact.
5. Live and Speak Gratitude: We focus on the positive and cultivate thankful hearts.
We serve clients in 20+ states, focused on philanthropic planning and family harmony. We have the privilege of serving legacy-focused multi-generational families for whom passing on values is as important as passing on valuables. Our anchor clients are responsible, advice receptive, tax aware, and impact focused. Headquartered in Charlottesville, Virginia, home of the University of Virginia, we have developed a niche among professors at a “Public Ivy” who invest deeply – time, talent, and resources – in civic service, tech transfer, and philanthropy.
We deliver a unique blend of 3 core services to our clients:
1. Wise Life Stewardship: We listen to your story and find your why.
2. Multi-generational planning: We foster generosity and family harmony.
3. Relentless service: We help guide full implementation of your decisions.
We are honored to be the trusted partner of non-profit organizations and churches who recognize the needs of their legacy-focused, generous board members and donors. We provide interactive seminars that identify unresolved estate issues and uncover opportunities for creative generosity – benefiting donors and their chosen causes.
The Client Concierge is responsible for:
Welcoming clients, prospects, and associated professionals
Scheduling and confirming client, prospect, vendor, professional meetings
Preparing conference rooms for meetings
Maintaining office supplies, appearance, and order
Answering phones and directing calls appropriately
Processing mail, depositing checks, and documenting receipt
Completing compliance workflows
Maintaining content on our website
This front-of-house role is focused Tuesday-Thursday, our busiest time for in-person client meetings.
The ideal candidate is flexible, well-organized, loves systems, is a team player, takes responsibility, has a positive temperament, and finds joy in welcoming guests.
Preferred Skills
Proficiency in Microsoft Office suite
Proficiency in Salesforce CRM
Clear oral and written communication
Professional demeanor and client service experience
To candidates who fit this description, we offer the opportunity to: Join a firm that fosters flourishing in the lives of employees, clients, vendors, and communities. Contribute to a team that is excited about its mission, enabling clients to be content, wise, generous, and courageous. Grow in a firm that recruits, develops, rewards, and retains people like you.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
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Ameriprise Financial is a FORTUNE 500® company that combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life bala...
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