Client Service Coordinator

Step into an instrumental role with a premier financial planning and wealth management practice. Help conduct the smooth operation of a fast-paced, independent financial advisory practice of Ameriprise Financial.

As a Client Service Coordinator, you will be a part of a fast-paced environment on a small, highly reciprocal team of 15-20 professionals. You will play an integral role in the success of the Azimont Group by delivering extraordinary and consistent service experiences, detailed financial planning and advice, and excellent client communication.

We value integrity, open communication, a strong desire to learn, and a passion for client service. We put our clients at the center of everything we do. By getting to know our clients on a personal level, we are able to understand what’s truly important to them – their “why.” Only then can we work with them to create individualized plans to help them reach their specific goals.

The Client Service Coordinator will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. 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 through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, including money movements, and coordinates/tracks projects and tasks.

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.

50%

Meeting Prep and Follow up

• Enter client data into Financial Planning Tool Suite
• Run illustrations and hypotheticals for use in client meetings
• Perform analysis and prepare preliminary financial planning recommendations for advisor review
• Build preliminary agenda for client service meetings
• Request documents from client ahead of meetings
• Work with clients after meetings to follow up on outstanding service items

50%

Client Care / Business Management

• Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
• Review and update client information as needed for client review meetings. Attend and participate in client meetings as necessary.
• Service, manage and resolve client issues.
• Perform other allowable duties as assigned by the financial advisor(s)
• Utilize existing systems and processes to ensure that all client communication and required follow up is documented
• Manage incoming emails and phones calls, routing them to the correct person to complete the client request
• Work with home office to ensure accurate account setup and resolve issues
• Schedule meetings or appointments
• Communicate with clients, provide account information, perform basic client level account maintenance, scheduling and escalation of client service requests, as necessary

Key Traits of a Successful Financial Planning Specialist:

• Independent and confident self-starter who can work well with minimum supervision
• Able to work in a fast‑paced environment while managing multiple tasks/projects with competing deadlines and priorities
• Excellent professional development skills such as teamwork and collaboration, work planning, time management and prioritization
• Direct attention to detail and organization
• Strong organizational and computer skills
• Effective communication with clients and other advisors/staff
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Positive attitude and sincere willingness to constantly learn and grow

• College degree or higher
• 2+ years of similar experience

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.

Full time