What are the responsibilities and job description for the Client Services Coordinator position at Ameriprise Financial?
About Us:
Chai, Wei and Associates Wealth Management is a financial advice practice that offers a holistic, personalized approach to financial planning. Our top priority is helping our clients achieve their financial goals, and we have been accomplishing this for more than 30 years.
Our practice operates as a franchise of Ameriprise Financial, so joining our team means you get the best of both worlds: being part of a dynamic, close-knit team as well as having access to corporate resources and career opportunities. Ameriprise is a trusted financial firm and longstanding leader in financial planning and advice. It is a Fortune 500 company and has been helping people build confident financial futures for 130 years.
Check out our practice website!
https://www.ameripriseadvisors.com/team/chai-wei-and-associates-wealth-management/
Position Overview:
We are seeking a Client Services Coordinator to join our team. This role is critical in delivering exceptional client experiences and overseeing key operational functions to ensure smooth practice management.
Responsibilities:
- Provide calendar oversight for advisors and team members, ensuring efficient scheduling and prioritization.
- Lead and manage projects that enhance client service and operational efficiency.
- Serve as the primary point of contact for clients, delivering a professional and welcoming experience.
- Coordinate complex client service requests and ensure timely resolution.
- Maintain accurate client records and oversee compliance documentation.
- Identify opportunities to improve processes and implement best practices.
Qualifications:
- Education: Bachelor’s degree (required).
- Experience: 5–10 years of industry, front desk, or administrative experience required.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Excellent written and verbal communication skills.
- Strong attention to detail and organizational skills.
- Ability to multi-task and prioritize in a fast-paced environment.
- Knowledge of the financial industry is a plus.
- Positive attitude and commitment to client service.
- Ability to follow instructions accurately and consistently.
Compensation & Benefits:
- Hourly wage: $25–$35 (based on experience).
- Health insurance and paid time off included as part of a competitive benefits package.
- Opportunities for growth within a respected financial practice.
- Access to Ameriprise corporate resources and training programs.
How to Apply:
Please send your resume and any supplemental documents by email to Lorice.Strem@ampf.com. Include the following in your application:
- Confirmation of your ability to work in person for 40 hours a week at our Vacaville location.
- A screenshot of your results from any online free typing speed test.
- Five adjectives that best describe you.
Job Type: Full-time
Pay: $25.00 - $35.00 per hour
Expected hours: 40 per week
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
Work Location: In person
Salary : $25 - $35
