Client Service Coordinator

Job Description

Serve as the main point of contact for House Account (orphan) clients, conducting regular service review meetings and ensuring satisfaction and retention.

• Proactively reach out to House Account clients to vet needs, assess the service required, and schedule and run service review meetings.
• Handle new account openings, transfers, and servicing paperwork for House Account clients.
• Maintain thorough CRM (HubSpot) documentation and coordinate with licensed advisors and brand ambassadors for any planning or product needs.

HubSpot Deal & Lead Management

Organize and triage House Account and reassigned leads in HubSpot — identify live vs. dead deals, confirm client and deal status, and organize by NACC or planning amount.

• Assign qualified opportunities to the appropriate brand ambassador by location, then attend and continue to service the case after the sale.
• Maintain data-gather inputs in HubSpot (income, cash flow, movable money) so deals remain reportable and exportable.

Advisor Transitions & Client Reassignments

Assist with reassigning clients when advisors exit, ensuring a smooth transition or conversion to House Accounts.

• Follow up on terminated-advisor FPA clients — coordinate with the departing advisor’s manager to ensure every client is contacted, and directly manage any clients left unassigned.
• Take ownership of orphan accounts and follow up with clients to maintain continuity and trust.

Compliance Support & Ticket Review

Serve as a supportive resource to the compliance team, assisting with day-to-day compliance workflows as needed.

• Cover conduct and assist with AUM and account ticket review.
• Support account-opening review and supervision documentation in partnership with the Compliance Manager.

Tools, Templates & Process Development

Build outreach scripts, email follow-up templates, data-gather templates, and Client Service Meeting (CSM) presentations.

• Build and refine workflows for client servicing, reassignment, and House Account processes; document procedures and collaborate with leadership to improve efficiency and scalability.

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization.

Americans With Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws.

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law.