Client Service Coordinator

About the role

This role is primarily focused on providing exceptional client service, supporting practice operations, and helping ensure a positive experience for our clients. For the right individual, this position may also provide an opportunity to develop toward an Associate Financial Advisor role over time.

Responsibilities

• Serve as a trusted point of contact for clients and provide an exceptional client experience
• Aid clients with account service needs, paperwork, and financial planning-related requests
• Prepare materials for client meetings and assist with follow-up activities
• Maintain accurate client records and documentation
• Learn and utilize Ameriprise technology, including CRM, Client Viewer, MoneyGuide, and other practice tools
• Support day-to-day practice operations and workflow
• Cook up with advisors and team members to ensure client needs are handled accurately and efficiently
• Develop a strong understanding of the client experience and financial planning process
• As appropriate, gain exposure to advisor responsibilities and financial planning activities

Requirements

• Bachelor's degree in Business, Finance, Economics, Communications, or a related field preferred
• Strong interest in building a long-term career in financial services
• Excellent communication and relationship-building skills
• Strong organization, attention to detail, and ability to manage multiple priorities
• Professional presence and commitment to providing exceptional client service
• Curiosity, coachability, and willingness to learn
• Interest in learning about financial planning and wealth management
• Willingness to pursue industry licensing if the role develops toward additional advisor responsibilities