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    Client Services Coordinator - Westminster, United States - KAZ, SP

    KAZ, SP
    KAZ, SP Westminster, United States

    2 weeks ago

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    Description

    Job Description

    Job Description

    Position Description:

    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 relationships
    • 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)
    • Medical Benefits (Health and Dental)
    • Holiday, Sick and Vacation Pay
    • Simple Retirement Plan with 3% match
    • Full-time Position, during normal business hours
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