Client Service Coordinator
About The Position
Dennis Bussian, an Ameriprise Financial Services Advisor in Rochester, MN, is seeking a Client Service Coordinator to join our team. This role is primarily focused on providing exceptional client service, supporting practice operations, and helping ensure a positive experience for our clients. For the right individual, this position may also provide an opportunity to develop toward an Associate Financial Advisor role over time. As you gain experience, demonstrate strong performance, and develop an interest in financial planning and advising, there may be opportunities to take on additional responsibilities and pursue industry licensing. We are looking for someone who is interested in building a career with our practice and who is open to growing their responsibilities over time. The initial focus of this role is client service and practice support, with the potential for the position to evolve based on the individual's interests, performance, experience, and the needs of the practice.
Requirements
- Bachelor's degree in Business, Finance, Economics, Communications, or a related field preferred.
- Strong interest in building a long-term career in financial services.
- Excellent communication and relationship-building skills.
- Strong organization, attention to detail, and ability to manage multiple priorities.
- Professional presence and commitment to providing exceptional client service.
- Curiosity, coachability, and willingness to learn.
- Ability to work effectively as part of a collaborative team.
- Interest in learning about financial planning and wealth management.
- Willingness to pursue industry licensing if the role develops toward additional advisor responsibilities.
- Dependable, motivated, client-focused, and interested in developing their careers over the long term.
Nice To Haves
- Previous financial services experience is helpful but not required.
Responsibilities
- Serve as a trusted point of contact for clients and provide an exceptional client experience.
- Assist clients with account service needs, paperwork, and financial planning-related requests.
- Prepare materials for client meetings and assist with follow-up activities.
- Maintain accurate client records and documentation.
- Learn and utilize Ameriprise technology, including CRM, Client Viewer, MoneyGuide, and other practice tools.
- Support day-to-day practice operations and workflow.
- Coordinate with advisors and team members to ensure client needs are handled accurately and efficiently.
- Develop a strong understanding of the client experience and financial planning process.
- As appropriate, gain exposure to advisor responsibilities and financial planning activities.
- Take on additional responsibilities as skills, experience, and interests develop.
- Gain exposure to financial planning and wealth management.
- Participate in client meetings and learn more about the advisor process.
- Develop an understanding of investment products, financial planning strategies, and practice operations.
- Build deeper relationships with clients and understand their financial goals.
- Pursue industry licensing, including securities and insurance licenses, with support from the practice.
- Take on additional responsibilities related to financial planning and client relationships.
- Potentially progress toward an Associate Financial Advisor role based on performance, experience, demonstrated interest, and business needs.
Benefits
- Competitive wage: $24.04–$34.86/hour
- Paid time off
- Retirement benefits
- Professional development and licensing support
- Mentorship and career development opportunities
- No medical benefits provided
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
