What are the responsibilities and job description for the Client Services Coordinator position at Ameriprise Financial Services, LLC?
Company Description
Ameriprise Financial Services, LLC has been helping individuals feel confident about their financial future for 130 years. With extensive investment advice, asset management, and insurance capabilities, and a nationwide network of around 10,000 financial advisors, we provide comprehensive support for individual and institutional investors. Our corporate locations can be found across the U.S. and globally. We deliver reliable, client-focused financial solutions designed to meet a variety of needs.
Marblestone Wealth has a supportive and fun culture with great benefits! Including 10 paid holidays and summer hours.
Role Description
This is a full-time, on-site role for a Client Services Coordinator located in Colchester, VT. The Client Services Coordinator will handle daily tasks such as providing top-tier client services, assisting with administrative tasks, managing client communications, and supporting the team. Responsibilities also include serving as the main point of contact for clients, scheduling appointments, and coordinating client paperwork.
Qualifications
- Preferred experience in Client Services/Customer Service
- Strong Communication skills, both verbal and written
- Enjoys building relationships and working with people
- Excellent problem-solving skills and attention to detail
- Proficiency in Administrative Assistance duties and organizational skills
- Ability to work effectively in a fast-paced, team-oriented environment
- Marketing and/or communication background is a plus
