Wealth Client Experience Coordinator
Job in
Santa Clara, Santa Clara County, California, 95053, USA
Listed on 2026-07-14
Listing for:
Jambalaya Group
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Angeles Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, seeks a Client Relationship Coordinator to be the primary client contact and support advisors with account management and daily operations.
The role emphasizes professional client service, proactive communication, and building trusted relationships with high-net-worth clients. A path for growth within the practice is highlighted throughout the description.
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