Client Engagement & Relationship Manager
Threadneedle group, Roseville, California, United States, 95678
ABOUT THE ROLE
IndigoFlow Wealth Advisory — a private wealth advisory practice with Ameriprise located in Roseville, California — is hiring a Client Engagement & Relationship Manager to be the warm, proactive voice and presence of our firm. This role blends client engagement, lead follow-up, event coordination, and light office administration. You will help ensure that every interaction—whether by phone, text, email, or in person—feels thoughtful, timely, and seamless. Most advisor and client meetings are virtual, so comfort in a digital, conceptual environment is essential. KEY RESPONSIBILITIES
Client & Prospect Engagement (Primary) Respond quickly and warmly to inbound leads Make consistent outbound calls, texts, and emails to follow up with prospects and clients Convert outreach into scheduled Exploration Calls and Strategy Sessions Build rapport quickly and authentically Maintain updated CRM notes and track engagement Support nurture workflows to keep prospects and clients engaged Coordinate logistics for seminars, client events, and COI partnership activities Client Experience & Light Office Support (Secondary) Greet clients and support a positive in-office experience Answer the main phone line and triage inquiries Prepare/reset conference rooms Check scan, and route mail; assist with check scanning Maintain office supplies and support general office organization Operational Collaboration Assist with meeting preparation and follow-up Support client touchpoints (gifts, cards, milestones) Identify opportunities to enhance systems and workflows WHO WILL THRIVE IN THIS ROLE
Warm, outgoing, and relational Proactive and consistent with follow-up Strong communicator across phone/text/email Organized but flexible Comfortable switching between outreach, digital workflows, and light admin tasks Tech-savvy and comfortable in a virtual-first environment QUALIFICATIONS
Resume + cover letter required 1–5+ years' experience in client service, hospitality, outreach, or similar High comfort with outbound calling Strong communication skills CRM experience helpful Bachelor’s degree required COMPENSATION & BENEFITS (CA-Compliant)
Hourly Rate (Non-Exempt): $26.00 – $33.00 per hour Bonus Opportunity: Performance-based bonuses tied to engagement outcomes Benefits: Medical, dental, vision, retirement plan, PTO + paid holidays, professional development HOW TO APPLY
Submit your resume and a short cover letter explaining— Why you enjoy proactive outreach and relationship-building? Why this role at IndigoFlow resonates with you? Equal opportunity Employer IndigoFlow Wealth Advisory is an equal opportunity employer and welcomes applicants from all backgrounds. 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.
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IndigoFlow Wealth Advisory — a private wealth advisory practice with Ameriprise located in Roseville, California — is hiring a Client Engagement & Relationship Manager to be the warm, proactive voice and presence of our firm. This role blends client engagement, lead follow-up, event coordination, and light office administration. You will help ensure that every interaction—whether by phone, text, email, or in person—feels thoughtful, timely, and seamless. Most advisor and client meetings are virtual, so comfort in a digital, conceptual environment is essential. KEY RESPONSIBILITIES
Client & Prospect Engagement (Primary) Respond quickly and warmly to inbound leads Make consistent outbound calls, texts, and emails to follow up with prospects and clients Convert outreach into scheduled Exploration Calls and Strategy Sessions Build rapport quickly and authentically Maintain updated CRM notes and track engagement Support nurture workflows to keep prospects and clients engaged Coordinate logistics for seminars, client events, and COI partnership activities Client Experience & Light Office Support (Secondary) Greet clients and support a positive in-office experience Answer the main phone line and triage inquiries Prepare/reset conference rooms Check scan, and route mail; assist with check scanning Maintain office supplies and support general office organization Operational Collaboration Assist with meeting preparation and follow-up Support client touchpoints (gifts, cards, milestones) Identify opportunities to enhance systems and workflows WHO WILL THRIVE IN THIS ROLE
Warm, outgoing, and relational Proactive and consistent with follow-up Strong communicator across phone/text/email Organized but flexible Comfortable switching between outreach, digital workflows, and light admin tasks Tech-savvy and comfortable in a virtual-first environment QUALIFICATIONS
Resume + cover letter required 1–5+ years' experience in client service, hospitality, outreach, or similar High comfort with outbound calling Strong communication skills CRM experience helpful Bachelor’s degree required COMPENSATION & BENEFITS (CA-Compliant)
Hourly Rate (Non-Exempt): $26.00 – $33.00 per hour Bonus Opportunity: Performance-based bonuses tied to engagement outcomes Benefits: Medical, dental, vision, retirement plan, PTO + paid holidays, professional development HOW TO APPLY
Submit your resume and a short cover letter explaining— Why you enjoy proactive outreach and relationship-building? Why this role at IndigoFlow resonates with you? Equal opportunity Employer IndigoFlow Wealth Advisory is an equal opportunity employer and welcomes applicants from all backgrounds. 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.
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