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
relation
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
Preferred experience with Salesforce/CRM, Morningstar Workstation,
Outlook and/or Navi plan programs/tools
In-office position
Pay/Benefits:
Competitive pay, commensurate with experience ($45,000 - $55,000)