Client Service Coordinator

AmeriLife•Tampa, FL

1d•Onsite

About The Position

The Client Services Coordinator reports to the Compliance Manager and serves as the central hub for House Account management, advisor-client transitions, and client reassignments, while acting as a supportive resource to the compliance team — including ticket review and account-opening support. This role is instrumental in supporting firmwide retention and ensuring a seamless experience for both clients and advisors. This position focuses on House Account servicing, reassignment, account continuity, and compliance support.

Requirements

Reporting to the Compliance Manager
Central hub for House Account management, advisor-client transitions, and client reassignments
Supportive resource to the compliance team
Ticket review and account-opening support
Supporting firmwide retention
Ensuring a seamless experience for both clients and advisors
Focus on House Account servicing, reassignment, account continuity, and compliance support
Maintain thorough CRM (HubSpot) documentation
Coordinate with licensed advisors and brand ambassadors
Organize and triage House Account and reassigned leads in HubSpot
Assign qualified opportunities to the appropriate brand ambassador
Maintain data-gather inputs in HubSpot (income, cash flow, movable money)
Assist with reassigning clients when advisors exit
Follow up on terminated-advisor FPA clients
Conduct and assist with AUM and account ticket review
Support account-opening review and supervision documentation
Build outreach scripts, email follow-up templates, data-gather templates, and Client Service Meeting (CSM) presentations
Build and refine workflows for client servicing, reassignment, and House Account processes
Document procedures and collaborate with leadership to improve efficiency and scalability

Nice To Haves

Experience with HubSpot CRM

Responsibilities

Serve as the main point of contact for House Account (orphan) clients, conducting regular service review meetings and ensuring satisfaction and retention.
Proactively reach out to House Account clients to vet needs, assess the service required, and schedule and run service review meetings.
Handle new account openings, transfers, and servicing paperwork for House Account clients.
Maintain thorough CRM (HubSpot) documentation and coordinate with licensed advisors and brand ambassadors for any planning or product needs.
Organize and triage House Account and reassigned leads in HubSpot — identify live vs. dead deals, confirm client and deal status, and organize by NACC or planning amount.
Assign qualified opportunities to the appropriate brand ambassador by location, then attend and continue to service the case after the sale.
Maintain data-gather inputs in HubSpot (income, cash flow, movable money) so deals remain reportable and exportable.
Assist with reassigning clients when advisors exit, ensuring a smooth transition or conversion to House Accounts.
Follow up on terminated-advisor FPA clients — coordinate with the departing advisor’s manager to ensure every client is contacted, and directly manage any clients left unassigned.
Take ownership of orphan accounts and follow up with clients to maintain continuity and trust.
Serve as a supportive resource to the compliance team, assisting with day-to-day compliance workflows as needed.
Conduct and assist with AUM and account ticket review.
Support account-opening review and supervision documentation in partnership with the Compliance Manager.
Build outreach scripts, email follow-up templates, data-gather templates, and Client Service Meeting (CSM) presentations.
Build and refine workflows for client servicing, reassignment, and House Account processes; document procedures and collaborate with leadership to improve efficiency and scalability.