ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial in Charlottesville, VA, seeks a Client Concierge to join our team in May 2026.
We serve clients in 20+ states, focused on philanthropic planning and family harmony. We have the privilege of serving legacy-focused multi-generational families for whom passing on values is as important as passing on valuables. Our anchor clients are responsible, advice receptive, tax aware, and impact focused. Headquartered in Charlottesville, Virginia, home of the University of Virginia, we have developed a niche among professors at a “Public Ivy” who invest deeply – time, talent, and resources – in civic service, tech transfer, and philanthropy.
We deliver a unique blend of 3 core services to our clients:
Interested candidates should send a resume and cover letter to Executive Assistant Amanda.Alderman@ampf.com.
Role and Responsibilities
- Welcome clients, prospects, and associated professionals
- Schedule and confirm client, prospect, vendor, professional meetings
- Prepare conference rooms for meetings
- Maintain office supplies, appearance, and order
- Answer phones and direct calls appropriately
- Process mail, deposit checks, and document receipt
- Complete client service and compliance workflows
- Maintain business web content and social media
Preferred Skills
- Excellent oral and written communication
- Professional demeanor and client service experience
- Financial services experience
- Proficiency in Microsoft Office suite
- Proficiency in Salesforce CRM
Benefits
- Professional Development budget
- Individual Coverage Healthcare Reimbursement Arrangement (ICHRA) for full-time employees
- Long & Short-Term Disability Insurance
- Financial Planning Benefit
- Paid Holidays
- Simple IRA Match
Additional Notes
This is an in-person, front-of-house role. The ideal candidate is flexible, well-organized, loves systems, is a team player, takes responsibility, has a positive temperament, and finds joy in welcoming guests. This person consistently delivers error-free work to clients, prospects, teammates, and related professionals.About ArkWise Wealth
Our Core Purpose is: Helping clients align their resources with their purpose to inspire generous living. We recruit, retain, and reward our team members based on our Core Values:- People First: We see one another as people, not as objects. We celebrate together, grieve together, serve together, and cheer one another on.
- Batteries Included, Fully Charged: We are proactive team players who take initiative to solve problems and bring our best energy to every situation.
- Accountable Always, No Excuses: We keep our promises and own our mistakes.
- Growth Mindset: We intentionally push ourselves for excellence to achieve greater impact for our clients, team, and community.
- Live and Speak Gratitude: We focus on the positive and cultivate thankful hearts.
We serve clients in 20+ states, focused on philanthropic planning and family harmony. We have the privilege of serving legacy-focused multi-generational families for whom passing on values is as important as passing on valuables. Our anchor clients are responsible, advice receptive, tax aware, and impact focused. Headquartered in Charlottesville, Virginia, home of the University of Virginia, we have developed a niche among professors at a “Public Ivy” who invest deeply – time, talent, and resources – in civic service, tech transfer, and philanthropy.
We deliver a unique blend of 3 core services to our clients:
- Wise Life Stewardship: We listen to your story and find your why.
- Multi-generational planning: We foster generosity and family harmony.
- Relentless service: We help guide full implementation of your decisions.
Interested candidates should send a resume and cover letter to Executive Assistant Amanda.Alderman@ampf.com.
