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Client Service Coordinator - Westminster, United States - Ameriprise Financial
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.
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)
