Client Service Coordinator

Ameriprise Financial • Austin, TX

5d • $60,000 - $80,000

About The Position

Are you an organized, detail-oriented professional who thrives in a fast-paced financial services environment? We are a growing private wealth advisory practice seeking a Client Service Coordinator to support our team and deliver an exceptional experience to our clients.

Requirements

• Prior experience in a financial services or wealth advisory firm preferred
• Strong organizational skills and high attention to detail
• Proficiency with CRM tools and financial planning systems is a plus
• Ability to manage multiple tasks and deadlines in a client-first environment

Responsibilities

• Serve as the first point of contact for client phone calls and scheduling needs
• Manage calendars and coordinate appointments, including advisor coaching sessions
• Support onboarding of new brokerage and managed account clients
• Track and process ACAT transfers and all types of money movement requests
• Maintain client information and notes in CRM; manage follow-ups and task tracking
• Ensure accurate trade processing, fee changes, and beneficiary updates
• Monitor compliance status and support licensing/CE tracking
• Handle home office communications and resolve client issues
• Prepare client paperwork including ADV2 submissions, disclosures, and trusted contacts
• Code deposits and enter planning data into MoneyGuide
• Coordinate RMDs and reporting
• Package and send materials using UPS overnight account
• Support client reimbursements and fee cutoffs under internal tools
• Utilize systems such as Hearsay, CRM, Agenda Builder, and more

Benefits

• 401(k) with Safe Harbor 3% match (eligible after one year)
• Health Insurance: Employer pays 50% of insurance premiums

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed