Demo

Client Services Coordinator

Doherty | The Employment Experts
St. Cloud, MN Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 5/3/2025

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
  • Compensation : $45,000-$48,000 per year, depending on experience

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  • Clean-up CRM system of clients no longer active, etc.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
  • Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (952) 715-5043.

    Our partner company offers a comprehensive benefits package to eligible employees that includes medical, life, dental, and vision insurance coverages, as well as a 401(k)-retirement plan with employer matching contributions.

    As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

    Salary : $45,000 - $48,000

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