Client Relationship Manager

Riggs & Associates is a client-focused private wealth advisory practice of Ameriprise Financial, committed to delivering exceptional financial guidance and service. Our team values professionalism, integrity, and a client-first approach in everything we do.

Position Overview

We are seeking a detail-oriented and client-focused Client Relationship Manager to support our financial advisory team. This role is critical in ensuring smooth scheduling, exceptional client service, and efficient office operations. The ideal candidate will be highly organized, proactive, and able to maintain strong relationships with clients, vendors, and internal teams.

Key Responsibilities

Scheduling & Client Experience

• Serve as a backup to the Client Experience Manager and Part-Time Assistant in managing and scheduling client appointments.
• Ensure clients are assigned the appropriate Group Service Frequency (GSF) model for service consistency.

Client Service & Support

• Deliver exceptional service to clients through responsive and professional interactions.
• Prepare client meeting agendas as directed by advisors.
• Provide post-appointment follow-up support for advisors, clients, and internal teams.
• Prepare necessary forms and applications in accordance with Ameriprise Financial requirements.
• Assist clients in locating the appropriate resources, both internally and through Ameriprise.
• Monitor and respond to emails as needed.
• Utilize and understand financial tools and processes to enhance client service.

Community & Professional Representation

• Ensure all client interactions and touchpoints reflect the values of Riggs & Associates.
• Maintain professionalism when engaging with wholesalers, vendors, and the corporate office.

Office Operations & Workflow Management

• Scan, store, and organize documents efficiently.
• Identify and implement improvements to work methods and office procedures.
• Plan and prioritize daily tasks using calendars, to-do lists, and workflow management tools.
• Perform additional administrative and support duties as assigned by advisors and team members.

Qualifications & Skills

• Previous experience in client relationship management, financial services, or administrative support preferred.
• Strong organizational and time-management skills.
• Excellent verbal and written communication abilities.
• Proficiency in Microsoft Office Suite and CRM software.
• Ability to multitask and work efficiently in a fast-paced environment.
• High attention to detail and a proactive approach to problem-solving.
• Familiarity with Ameriprise Financial tools and procedures is a plus.

Compensation & Benefits

• Salary: $55,000-$60,000 (based on experience)
• Benefits include:
• 17 days PTO/ and 7 paid holidays
• 10 work from home days, annually
• Simple IRA with a 3% match
• Access to medical, dental, vision, & disability insurance with the entire of the medical premium for the employee paid by the company. Spouse and family premiums paid for by employee.
• $25,000 life insurance paid by company

Why Join Us?

• A collaborative and supportive team environment.
• Opportunities for professional development and career growth.
• A mission-driven firm dedicated to exceptional client service and long-term financial success.

If you are a proactive, service-driven professional who thrives in a structured and client-focused environment, we’d love to hear from you!