Client Service and Marketing Coordinator

Overview
Are you interested in having fun while helping people feel confident about their financial future? We are a Private Wealth Advisory practice of Ameriprise Financial, LLC and we are seeking a dedicated and detail-oriented Client Services/Marketing Coordinator to join our innovative and dynamic team.

Responsibilities:

• Schedule client meetings
• Confirm meeting by text and email
• Manage calendars for advisors
• Assist in client data meeting prep
• Distribute mail and scan checks
• Answer and direct incoming calls
• Assist in proofing and sending letters
• Copying, scanning, and electronic filing
• Planning client events
• Following up with prospects from each event
• Posting on Facebook and LinkedIn

Qualifications:

• Pleasant, professional and friendly with excellent interpersonal skills
• Sense of humor and ability to have fun is a must
• Highly organized, accurate and attention to detail
• Analytical in independent problem-solving skills
• Highly proficient in Microsoft office including Word, Excel, PowerPoint and Outlook
• Experience in Salesforce is a bonus
• Excellent written and verbal skills
• Ability to handle multiple responsibilities
• Strong persona and business ethic and integrity is a must
• Desire to grow and learn within the practice

Compensation and Benefits

• $20-$23 per hour
• Health Insurance, PTO, Sick Time, Variable Comp and Bonuses
• Flexible schedule

Please include a resume and cover letter when applying.

Job Type: Full-time

Pay: $20.00 - $23.00 per hour

Expected hours: 40 per week

Benefits:

• Health insurance
• Paid time off

Compensation Package:

• Bonus opportunities

Schedule:

• Monday to Friday

Experience:

• Customer service: 3 years (Required)

Ability to Commute:

• Green Bay, WI 54304 (Required)

Ability to Relocate:

• Green Bay, WI 54304: Relocate before starting work (Required)

Work Location: In person

Salary : $20 - $23