Client Service Coordinator

Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

This position completes tasks which allow the advisors to focus more time and energy on client acquisition and deepening client relationships. The Client Service Coordinator supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisors the assurance they need to know that their practice is being maintained and supported within Ameriprise Financial guidelines.

Position Functions: 

• Scheduling appointments and maintaining calendar

• Answering phones and assisting with client requests

• Meeting preparation

• Conference room setup and cleanup

• Scheduling Microsoft Teams meetings for conference calls

• Greeting clients upon arrival and getting them situated in conference rooms

• New client setup

• Sending client appreciation gifts and cards

• Tracking and updating client referral list

• Tracking office supplies inventory and ordering supplies when needed

• Scanning and uploading documents

• Making reservations at restaurants and hotels for advisors, on an as needed basis

• Setting up new business and submitting account forms

• Preparing miscellaneous client forms

• Preparing correspondence for advisor signature

• Checking mail and updating mail log

• Communicating with home office regarding outstanding paperwork requirements, general questions, etc.

• Updating and maintaining Excel spreadsheets containing client information, meeting agenda items, etc.

• Documenting client contact/calls and task completion in customer relationship management system

• Organizing client files and performing other business management tasks as needed

• Completing required trainings on a continual basis

• Responding to ad hoc requests and completing projects, as assigned

• Assisting the paraplanner(s), associate financial advisor(s) and advisor(s)

• Performing other allowable duties as assigned by the financial advisor(s)

Key Traits of a Successful Client Service Coordinator: 

• Strong attention to detail and organization

• Self-starter

• Positive attitude and sincere willingness to continuously learn and grow

• Effective communication with clients and advisors/staff

• Polite and clear phone manner

• Effective and efficient time management

• Punctual and reliable

• Ability to multitask

• Ability to work well under pressure and with distractions – this is a front desk position

• Ability to adhere to rules and regulations as stated and required by Ameriprise Financial

• Ability to support and provide guidance for compliance within the advisor’s practice

Education and Other Designations: 

• College degree or higher

• 2 years of administrative experience

• Hourly wage: $26 per hour

Please note that a background check is required.

 

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

California Residents Only: The estimated base salary for this role is $49,920-$54,080 / year.Full time

Salary : $49,920 - $54,080