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Client & Onboarding Coordinator
Job in
Arcadia, Los Angeles County, California, 91006, USA
Listed on 2026-07-27
Listing for:
Ameriprise Financial - California
Full Time
position Listed on 2026-07-27
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
Angeles Wealth Group in Arcadia, California seeks a Client Relationship Coordinator to deliver outstanding client service and coordinate account management. You will support advisors, manage calendars, and guide onboarding for clients, ensuring precise records and timely communications.
The role emphasizes organization, proactive problem-solving, and collaboration within a small team, with opportunities for growth in a private wealth advisory practice.
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