Client Service Coordinator

Client Service Coordinator

Position Description:

Step into an instrumental role as a multifunctional Client Service Coordinator with a private wealth advisory practice of Ameriprise Financial Services located in Roseville, CA 95661. This practice’s mission is to help all clients (typically business owners and retirees) live a fulfilling life and leave an impactful legacy.

Do you like to have a purpose, be part of something bigger? Do you like to learn and develop your talents? Do you have that “can do” attitude? Do you love nurturing relationships, interacting with people on the phone, digitally or in-person? Do you like to take care of others (you just can’t help it)? Do you have strong work ethics, integrity and client-center mentality? If “Yes”, then this position is for you. You will carry out a variety of important tasks that contribute to our best-of-class service.

We seek an action-oriented, results-driven professional who thrives on building strong relationships and connecting people. You will manage client services and operations to deliver exceptional client and prospect experiences. This role offers the opportunity to advance into a leadership position and plays a key role in driving our success.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Responsibilities:

• Deliver exceptional service to existing and prospective clients
• Drive new client acquisition through marketing and outreach
• Proactively contact prospects to schedule appointments
• Implement marketing activities and events
• Answer incoming phone calls and manage inquiries
• Greet clients upon arrival and extend hospitality to clients
• Handle incoming and outgoing mail for the office
• Manage the practice calander, including scheduling appointments and meetings
• Maintain office operations and identify improvements
• Support our entrepreneurial, results-focused culture

Key Traits:

• Entrepreneurial mindset and desire to grow into leadership role
• Passion for building relationships
• Action-oriented with drive to achieve goals
• Ability to coordinate and connect people and processes
• Strong communication, problem-solving and time management
• Commitment to continuous improvement
• Positive, can-do attitude
• Excellent verbal and written communication skills
• Proficient with computers, including MS Office Suite and CRM
• Open to using and receiving constructive feedback to enhance performance
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Ability to support and provide guidance for compliance within the advisor’s practice

Qualifications:

• Bachelor's degree, preferably in business or related field
• 2 years of client service or financial industry experience preferred
• Able to obtain securities and insurance licenses

More about the practice:

Our Purpose / Mission:

• Fulfilling Life, Optimizing Wealth. Be in Your FLOW.

Our specialty:

• Financial life planning, multigenerational legacy planning, business exit strategies

Our Value Proposition:

• We integrate financial life and legacy planning with business exit strategies, leading to financial independence, goal achievement, peace of mind, and fulfillment.

Our core values:

• Connecting to higher purpose
• Being best-in-class in our chosen expertise
• Always delivering value
• Embracing wholeness of people
• Our “Permission to Play” (i.e. our non-negotiables): Integrity, Work Ethic, Fiduciary to Clients

Job Type: Full-time

Pay: $20.00 - $30.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Financial services: 2 years (Preferred)
• Client services: 2 years (Preferred)

Ability to Commute:

• Roseville, CA 95661 (Required)

Work Location: In person

Salary : $20 - $30