Part-Time Client Concierge

Part-Time Client Concierge
ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial in Charlottesville, VA seeks a
part-time Client Concierge to join our team by December 2025.
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:

1. People First: We see one another as people, not as objects. We grieve together, celebrate together, serve together, and cheer one another on.
2. Batteries Included, Fully Charged: We are proactive team players who take initiative to solve problems and bring our best energy to every situation.
3. Accountable Always, No Excuses: We keep our commitments and own our mistakes.
4. Growth Mindset: We intentionally push ourselves to achieve greater impact.
5. 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:
1. Wise Life Stewardship: We listen to your story and find your why.
2. Multi-generational planning: We foster generosity and family harmony.
3. Relentless service: We help guide full implementation of your decisions.

We are honored to be the trusted partner of non-profit organizations and churches who recognize the
needs of their legacy-focused, generous board members and donors. We provide interactive seminars
that identify unresolved estate issues and uncover opportunities for creative generosity – benefiting
donors and their chosen causes.
The Client Concierge is responsible for:
• Welcoming clients, prospects, and associated professionals
• Scheduling and confirming client, prospect, vendor, professional meetings
• Preparing conference rooms for meetings
• Maintaining office supplies, appearance, and order
• Answering phones and directing calls appropriately
• Processing mail, depositing checks, and documenting receipt
• Completing compliance workflows
• Maintaining content on our website

This front-of-house role is focused Tuesday-Thursday, our busiest time for in-person client meetings.
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.
PREFERRED SKILLS
• Proficiency in Microsoft Office suite
• Proficiency in Salesforce CRM
• Clear oral and written communication
• Professional demeanor and client service experience

To candidates who fit this description, we offer the opportunity to:
1. Join a firm that fosters flourishing in the lives of employees, clients, vendors, and communities.
2. Contribute to a team that is excited about its mission, enabling clients to be content, wise, generous, and courageous.
3. Grow in a firm that recruits, develops, rewards, and retains people like you.
For an initial conversation about opportunities at ArkWise Wealth, please contact Executive Assistant
Amanda.Alderman@ampf.com or call us at 434.296.6611.




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