Client Service Coordinator

As an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial, you would be assisting in daily business operations. Assist financial advisor in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support by interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual. 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.

Primary Responsibilities

• Work with home office to ensure accurate account setup and resolve issues
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Maintain files and records in accordance with the records retention policy
• Perform other allowable duties as assigned by the financial advisor
• Call clients or prospects to set up meetings or appointments and confirm meetings
• Prepare advisor for upcoming meetings
• Review post meeting notes and ensure all service-related requests are completed
• Provide clients exceptional service by promptly returning calls and emails
• Keep client records updated and detailed electronic notes of all interactions with client
• Ensure the timely processing of money transfers, ACATs, RMD’s, ACH’s
• Verify Advisors licenses and continued education remain current
• Manage office supplies

Key Traits of a Successful Client Service Coordinator

• Direct attention to detail and organization
• Effective communication with clients
• Effective and efficient time management
• Polite and clear phone manner
• Excellent verbal and written communication
• Ability to multi-task and prioritize
• 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
• Positive attitude and sincere willingness to constantly learn and grow

Job Type: Full-time

Required Qualifications

• Client Service within the Financial Services industry: 3 years (Required)
• Administrative Support: 3 years (Preferred)
• High School Graduate (or equivalent)

Job Type: Full-time

Salary: $50,000-$58,000 annually, depending on experience

Benefits:

• Flexible schedule
• Retirement plan
• Paid time off

Schedule:

• 8-hour shift
• Monday to Friday

Work Location: In person, Brandon FL

We are an Equal Opportunity Employer.

Job Type: Full-time

Pay: $24.00 - $29.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Employee discount
• Flexible schedule
• Paid time off
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Tuition reimbursement

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Securities industry: 3 years (Required)
• Customer service: 3 years (Preferred)

Ability to Relocate:

• Brandon, FL 33511: Relocate before starting work (Required)

Work Location: In person