Client Service Coordinator

Client Service Coordinator

Legacy Capital, an Independent Private Wealth Advisory practice of Ameriprise Financial, is looking for an experienced Client Service Coordinator. We have locations in Maryland and North Carolina with 17 advisors and 16 operations team members today. We are looking to add another talented operations team member. We have a very positive and collaborative work environment aligned with our core values of family, integrity, education, excellence and results. We are looking for the best fit for our culture that can step in and apply their knowledge right away to help support our advisors in providing the best client experience we can. Key responsibilities of this role would be to handle high volume, centralized new business processing as support to the sales team. This role will also own estate settlement case work for the team.

At Legacy Capital, we pride ourselves on fostering an environment for personal growth and passion. You will be given the opportunity to grow and expand your duties, including leadership of other team members, should your interests and skillset take you in that direction. 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. Schedule is full-time in-office with two remote days per week beginning after 90-days. Full remote position available for experienced out of area candidates.

Position Functions:

• Account openings and transitions, asset transfers, beneficiary updates, client profile updates
• Lead processor for team wide estate settlement cases
• Ensure accurate account setup and resolve issues
• Follow-up as needed to ensure prompt completion of post-meeting action items

Key Traits for success in the role:

• Keen attention to detail
• Takes initiative to see tasks through to completion
• Effective & polite communication with clients and team members
• Efficient time management & ability to multi-task
• Polite and clear phone manner
• Consistent adherence to trained policies/regulations as required by Legacy Capital & Ameriprise Financial
• Positive attitude and genuine willingness to learn and grow

Education & other credentials:

• College degree or higher
• 3+ years of similar experience (customer service/support & business processing, preferably within the wealth management and finance industry)

Compensation Package:

• Starting base salary range of $70,000-$80,000 reviewed on an annual basis
• Two tier bonus structure earning between 5-9% of base salary, consisting of team level metrics and role-based performance metrics
• 401(k) entry at 6 months employment, fully vested immediately, 100% match up to 3% deferral
• Group benefits: Principal DI policy along with a 10 year $50k death benefit Life Insurance policy
• Health/Medical Insurance monthly stipend up to $350 maximum towards personal policy premium
• Annual PTO schedule below + two flex days and all corporate holidays:
• First year: 3 weeks
• Years 2-4: 4 weeks
• Years 5+: 5 weeks

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.