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Client Concierge

ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial in Charlottesville, VA, seeks a Client Concierge to join our team in May 2026. Role and ResponsibilitiesWelcome clients, prospects, and associated professionalsSchedule and confirm client, prospect, vendor, professional meetingsPrepare conference rooms for meetingsMaintain office supplies, appearance, and orderAnswer phones and direct calls appropriatelyProcess mail, deposit checks, and document receiptComplete client service and