Client Service Coordinator

Position Title: Client Service Coordinator

Position Description:

Step into an instrumental role as a Client Service Coordinator with Leader & Associates, a private wealth advisory practice of Ameriprise Financial Services. This company is built on strong values and principles and strives to uphold the highest levels of integrity, honesty, caring, and thoughtfulness while delivering excellent advice. This role will help to fulfill the company’s mission with a focus on fostering professional relationships with peers and with clients.

The Client Service Coordinator supports the many different tasks for which the practice is responsible that tie directly to the client experience initiatives of the firm. The Client Service Coordinator allows the advisor the assurance needed to know that the practice is being maintained and supported within Ameriprise Financial guidelines.

As a Client Service Coordinator, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. 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.

Responsibilities:

• Greet clients upon arrival and extend hospitality to clients.
• Answer and manage incoming client phone calls.
• Schedule client appointments and prepare agendas/ forms for appointments.
• Maintain and update client records in the CRM system.
• Track clients who have not been seen in recent weeks and schedule follow-up meetings.
• Monitor client accounts and alert the team to any actions that need to be taken.
• Learn and utilize dashboards and reports to track key metrics and progress towards awards.
• Monitor and report on the status of trades for clients.
• Track financial plans and the financial planning processes, as needed.
• Ensure compliance with industry regulations and company policies.
• Serve as the primary point of contact for client inquiries and service requests.
• Coordinate and communicate with clients regarding updates, meetings, and deadlines.
• Assist in preparing and sending out client communications, including newsletters and updates.
• Schedule client events and/or webinars, as needed.
• Monitor and update social media platforms and the company website with relevant content.
• Track engagement and effectiveness of online presence.
• Coordinate with marketing to ensure consistent and effective branding and messaging.
• Assist with the preparation of reports and presentations.
• Support the team with scheduling, meeting preparations, and other administrative duties.

Key Traits of a successful Client Service Coordinator:

• Strong organizational and computer skills
• Attention to detail
• Proper and timely follow-up
• Effective verbal and written communication
• Efficient time management strategies
• High level of interpersonal skills
• Positive attitude
• Proficiency in Microsoft Office Suite and CRM
• Familiarity with social media platforms and website management tools

Preferred Experience:

• Previous experience in client services, administrative support, or the financial services industry is preferred

Schedule:

• 9 AM-3 PM
• One hour lunch break
• 4 days a week

Job Type: Part-time

Expected hours: 20 – 30 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• Day shift

Ability to Commute:

• Yankton, SD 57078 (Required)

Ability to Relocate:

• Yankton, SD 57078: Relocate before starting work (Required)

Work Location: In person