Client Service Coordinator (27472)

Join a growing team and gain great work experience! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring a Client Services Coordinator for a permanent role! Interested? Get more details below

• Worksite Location: St. Cloud, MN

What you will do as the Client Services Coordinator:

• Meet daily with advisor to coordinate advisor workflow and receive advisor work requests
• Review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor
• Complete work requests and serve as the advisor’s workflow liaison with other staff
• Handle service calls from clients, corporate office, or other professionals.
• Record all client communication and interaction in client relationship management (CRM) system
• Complete client investment transactions as directed by an advisor
• Resolve client issues and call client back when problem has been resolved
• Involve advisor when needed to assist in client issue resolution process
• Complete forms and applications following client appointments
• Submit all new business applications and checks to the corporate office in a timely manner according to Proviant Group procedures
• Clean-up CRM system of clients no longer active, etc.

What you will bring to the role as the Client Services Coordinator:

• Strong organizational and computer skills
• Excellent attention to detail
• Effective communication with clients, staff, and other advisors
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
• Ability to support for compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow