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    Client Services Coordinator - St Cloud, United States - Dahl Consulting

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    Accounting / Finance
    Description

    Title: Client Services Coordinator

    Salary: $45k-$75k DOE & licensing

    Location: St. Cloud, MN

    What you will do as the Client Services Manager:

    • 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

    What you will bring to the role as the Client Services Manager:

    • 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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