Seeking a full-time in the office, Client Service Coordinator to step into instrumental role in a fast-paced, high-level financial planning firm to join our close net family orientated team.

Work as an employee for an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily internal business operations by supporting the many different tasks for which the advisors and practice is responsible and ties directly to the overall business plan and commitment to clients.

Position Functions :

Perform complex administrative tasks for 4 Financial Advisors

Process and track e-mails, paperwork, mail, and checks

Answer telephone calls and email correspondence, and respond to inquiries as well as resolve client account issues and readily be available to assist clients, if requested and as allowable, as it relates to servicing their accounts

Input client interactions and client related workflows in CRM / Salesforce

Track and renew advisor licensing, continued education, and compliance requirements

Build and maintain client relationships

Maintain an online filing system of client documents, keeping client paperwork up to date

Responsible for extensive scheduling; calendar maintenance for the 4 Financial Advisors; setting client meetings using CRM and Microsoft Outlook calendar, reserve meeting space conference rooms, make dining reservations as necessary, and manage day to day business operational flow

Assist in travel booking for the Advisors as needed

Prepare advisors for upcoming client appointments by printing and securely delivering data to clients in timely manner

Disburse work request amongst team and confirm all follow-up has been completed after client appointments

Understand and process money movement requests from clients and advisors

Complete and process paperwork and applicable follow up

Liaison between the Financial Advisors, Clients, and product sales agents as needed

Greet incoming clients, this role is the incoming face and voice of the practice

Ensure the office runs smoothly from all perspectives including administratively, functionally, and logistically

Key Traits / Qualifications :

Effective communication with clients and other advisors / staff; outgoing, personable, and friendly with the ability to build and maintain client relationships

Exceptionally strong organizational and computer skills

Direct attention to detail

Effective and efficient time management

Polite and clear phone manner

Ability to multi-task and comfortable in a fast-paced environment

Punctual & dependable with a high level of integrity and confidentiality

Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise

Maintain confidentiality with strong ethical standard and professionalism.

Ability to support and provide guidance for compliance within the advisor’s practice

Positive attitude and sincere willingness to constantly learn and grow

Education / experience and other requirements :

Experience in Financial Services industry is a must

Some college experience preferred and / or 3-5 years of similar experience

FINRA Series 7, 63 & 66 not required but beneficial

In-office position

Pay / Benefits :

Competitive pay, commensurate with experience ($45,000 - $55,000)

Medical Benefits (Health and Dental)

Holiday, Sick and Vacation Pay

Simple Retirement Plan with 3% match

Full-time Position, during normal business hours

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.

We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Base Pay Salary

Colorado Residents Only : The estimated base salary for this role is $45,000 - $55,000 / year. Base salaries are determined in part based on job-related knowledge, skills, experience, and geographical work location.

In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and / or long-term incentives depending on the role.

We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being.

Full-Time / Part-Time

Full time

Last updated : 2024-04-30