What are the responsibilities and job description for the Client Service Coordinator position at AGP Wealth Advisors, Ameriprise Financial?
Description:
AGP Wealth Advisors is a private wealth advisory practice of Ameriprise Financial. AGP stands for Accumulate, Grow and Protect; which embodies our philosophy for managing our client’s wealth. With offices throughout the Pacific Northwest, AGP has rapidly expanded since its inception in 2004, evidenced by having made the Barron’s Top 100 list for ten consecutive years.
The Client Service Coordinator role is crucial in providing world class support to Advisors in order to deliver unparalleled service to clients. With responsibilities in assisting the advisor, reception, scheduling, & overall office management and coordination with the client service specialist team, they will work effectively and efficiently to provide an exceptional degree of client service & office support.
Required Qualifications:
- Has a bachelor's degree or equivalent experience.
- Has excellent verbal and written communication skills.
- Has excellent interpersonal skills.
- Has excellent problem-solving skills.
- Is extremely attentive to detail.
- Has a genuine interest in serving and caring for other people.
- Has excellent organizational, task, and time management skills.
- Is able to self-teach when given appropriate resources.
- Ability to fill multiple roles and be flexible.
- Has a high degree of comfort with technology.
Job Type: Full-time
Pay: From $23.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Professional development assistance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Bellevue, WA 98004: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Customer service: 1 year (Preferred)
Work Location: One location