Client Service Coordinator
About The Position
Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Client Service Coordinator to join our growing and client-focused team. We are committed to helping clients feel confident about their financial future by delivering comprehensive financial planning and investment advice with professionalism and care. This role is central to the operational strength of our practice and plays a critical part in supporting advisors and delivering a seamless client experience. The Client Service Coordinator is responsible for managing core operational functions of the practice, including scheduling, client onboarding, account setup, meeting preparation, and ongoing advisor support. This individual ensures workflows are executed efficiently, CRM systems are maintained accurately, and client service standards remain high. This is a long-term operations career opportunity. We are seeking someone committed to remaining in an operations-focused role.
Requirements
- Strong organizational and multitasking abilities
- Proactive, intuitive, and solutions-oriented mindset
- Comfortable working within evolving workflows and CRM systems
- Detail-oriented with a high standard of accuracy
- Strong communication and interpersonal skills
- Proficient in Microsoft Office Suite and adept with technology
- Long-term mindset with desire to grow within the practice (10+ year outlook preferred)
Nice To Haves
- Financial services experience preferred
- Licensed (Series 7, 66, or similar) or willingness to become licensed within the first twelve months
Responsibilities
- Manage advisor scheduling and calendar coordination
- Oversee client onboarding and account setup processes
- Prepare meeting materials and assist with follow-up tasks
- Maintain and update CRM systems with accuracy and consistency
- Provide ongoing operational and administrative support to advisors
- Ensure professionalism, confidentiality, and compliance standards are upheld
- Identify opportunities to improve processes and workflow efficiency
- Adapt to evolving systems and operational procedures
Benefits
- Health Insurance (100% employer paid for employee); optional vision and dental (employee paid)
- Safe harbor 401(k) plan with 6% match
- Group life insurance
- Paid Time Off – vacation policy, sick leave, holidays
- Paid CE and professional designation education
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1-10 employees
