Client Engagement & Relationship Manager
Ameriprise Financial Services, LLC, 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.
IndigoFlow Wealth Advisory is a private wealth advisory practice with Ameriprise located in Roseville, California. 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, and 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.
#J-18808-Ljbffr
— 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.
IndigoFlow Wealth Advisory is a private wealth advisory practice with Ameriprise located in Roseville, California. 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, and 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.
#J-18808-Ljbffr