Client Engagement & Relationship Manager
Roseville, CA
Part Time
Client Engagement & Relationship Manager
Client Engagement & Relationship Manager
Location: Roseville, CA • On-Site • Full-Time
Firm: IndigoFlow Wealth Advisory (Ameriprise Private Wealth Practice)
About the Role
We’re seeking a warm, proactive communicator to be the voice and presence of our firm. This role combines client engagement, lead follow-up, and event coordination to ensure every interaction feels thoughtful and seamless. Most meetings are virtual, so comfort in a digital environment is essential.
Key Responsibilities
Client & Prospect Engagement (Primary)
- Respond promptly to inbound leads
- Make outbound calls, texts, and emails to schedule consultations
- Build rapport and maintain accurate CRM notes
Client Experience & Office Support (Secondary)
- Greet clients and ensure a positive in-office experience
- Answer phones and assist with meeting prep
- Support logistics for client events and seminars
Career Progression & Licensing Opportunities
Designed for growth, this role offers exposure to advisory operations and client relationship management. High performers may pursue firm-supported licensing (Series 6, 7, or 65) and advance into practice or operations management. Development includes mentorship, training, and structured growth plans.
Why Join Us
- Impactful Work: Help clients achieve financial confidence and life goals
- Collaborative Culture: Work with a high-performing, values-driven team
- Growth Opportunities: Professional development and advancement potential
Who Thrives Here
- Warm, outgoing, and proactive
- Strong communicator across phone, text, and email
- Organized yet adaptable; tech-savvy in virtual workflows
Qualifications
- 1–5+ years in client service, hospitality, or outreach
- Comfortable with outbound calling
- Bachelor’s degree required; CRM experience helpful
Compensation & Benefits
Hourly: $26–$33 (Non-Exempt)
Bonus: Performance-based
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 resonates with you
Equal Opportunity Employer IndigoFlow Wealth Advisory welcomes applicants from all backgrounds.
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