- Coordinate advisor workflow and receive advisor work requests
- Review the appointment schedule with an advisor and gather or prepare any additional materials needed or requested by the advisor
- Complete work requests and serve as the advisor's workflow liaison with other staff
- Handle service calls from clients, corporate offices, or other professionals
- Record all client communication and interaction in the Contact Manager
- Complete client investment transactions as directed by an advisor
- Resolve client issues
- Complete forms and applications following client appointments
- Submit all new business applications and checks to the corporate office in a timely manner according to Proviant Group procedures
- High school diploma
- Working knowledge of basic computing
- Proficient in Microsoft Word, Microsoft Excel, and Microsoft Outlook
- Working knowledge of Ameriprise Technology Applications, including - Thomson Financial, Morningstar/Advisor Workstation, Advisor Compass, Contact Manager, Status Manager, etc.
- Ability to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs
- Ability to maintain client and business confidentiality
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Client Services Coordinator - St Cloud, United States - Dahl Consulting
Description
Title: Client Services Coordinator
Salary: $45k-$75k DOE & licensing
Location: St. Cloud, MN
What you will do as the Client Services Manager:
What you will bring to the role as the Client Services Manager: