Client Service Coordinator

Ameriprise•Plano, TX

14h

About The Position

Step into an instrumental role with a premier financial planning and wealth management practice. Help conduct the smooth operation of a fast-paced, independent financial advisory practice of Ameriprise Financial. As a Client Service Coordinator, you will be a part of a fast-paced environment on a small, highly reciprocal team of 15-20 professionals. You will play an integral role in the success of the Azimont Group by delivering extraordinary and consistent service experiences, detailed financial planning and advice, and excellent client communication. We value integrity, open communication, a strong desire to learn, and a passion for client service. We put our clients at the center of everything we do. By getting to know our clients on a personal level, we are able to understand what’s truly important to them – their “why.” Only then can we work with them to create individualized plans to help them reach their specific goals. The Client Service Coordinator will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, including money movements, and coordinates/tracks projects and tasks. Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Requirements

Independent and confident self-starter who can work well with minimum supervision
Able to work in a fast-paced environment while managing multiple tasks/projects with competing deadlines and priorities
Excellent professional development skills such as teamwork and collaboration, work planning, time management and prioritization
Direct attention to detail and organization
Strong organizational and computer skills
Effective communication with clients and other advisors/staff
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Positive attitude and sincere willingness to constantly learn and grow
College degree or higher
2+ years of similar experience

Responsibilities

Enter client data into Financial Planning Tool Suite
Run illustrations and hypotheticals for use in client meetings
Perform analysis and prepare preliminary financial planning recommendations for advisor review
Build preliminary agenda for client service meetings
Request documents from client ahead of meetings
Work with clients after meetings to follow up on outstanding service items
Maintain client contact during the financial planning process.
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
Review and update client information as needed for client review meetings.
Attend a nd participate in client meetings as necessary.
Service, manage and resolve client issues.
Perform other allowable duties as assigned by the financial advisor(s)
Utilize existing systems and processes to ensure that all client communication and required follow up is documented
Manage incoming emails and phones calls, routing them to the correct person to complete the client request
Work with home office to ensure accurate account setup and resolve issues
Schedule meetings or appointments
Communicate with clients, provide account information, perform basic client level account maintenance, scheduling and escalation of client service requests, as necessary