Do you thrive in a fast paced environment and enjoy interacting with new people each day? Do you pride yourself on your ability to provide outstanding service? The Client Experience Coordinator is the first face that our clients see when they enter our office and it's their responsibility to make each person feel at home and welcomed. Please read the description below and reach out if you'd like to become part of an incredible team of people who truly go above and beyond for our clients! This role is a great way to begin a long-term career in the financial industry. We offer many opportunities for professional development and career growth. We look forward to hearing from you!

The Client Experience Coordinator serves as the first point of contact for clients. The Client Experience Coordinator performs a wide range of functions independently and on behalf of Financial Advisors and supports a wide range of services to both the Advisors and clients.

• Greets, welcomes and directs clients and guests entering the Fiduciam office
• Ensures client waiting area is well-stocked and maintained
• Schedules and confirms client visits
• Answers phones quickly and professionally and directs calls appropriately.
• Receives daily mail and logs mail correctly
• Accurately titles/stores/files and uploads documents
• Routine office support, copies, printing, sorting, etc.
• Contacts home office/other entities to assist in resolution of client requests
• Assists with miscellaneous tasks as assigned

Community & Client Advocate

• Act as an Ameriprise advocate by promoting practice to existing and potential clients
• Follow Ameriprise leadership standards in execution of daily duties.
• Participate and support community activities in the promotion of the practice
• Participate in and promote strategic alliances

Client Acquisition

• Develop relationships with existing clients
• Identify prospective clients and contact to make appointments
• Schedule initial meetings with prospective clients

General Support

• Support marketing initiatives
• Remain Compliant with client notes, training and confidentiality
• Process checks and mail log according to defined procedures
• Identify and Report Problems
• Assist in maintaining clean office environment
• Uphold the values of the Fiduciam Financial Team
• Uphold the guidelines laid out in the Team Handbook
• Complete special projects as directed by Advisors and Practice manager
• Other duties as required

Minimum Education Requirement: Associate's Degree

We offer competitive compensation and benefits packages for our employees. If you are a motivated individual with a passion for providing exceptional customer service, we would love to hear from you.

Job Type: Full-time

Pay: From $35,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Associate (Required)

Work Location: In person