Client Services Coordinator

Job Description

Job Description

Step into an instrumental role to help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial Service, LLC.

Assist financial advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This role provides client relationship support by answering phones, greeting clients, setting appointments, confirming appointments and entering notes into CRM.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed.

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 and/or manager.

70%

Client Service 

·       Call clients and prospects to set up meetings

·       Conduct client reminder calls

·       Conduct client check-in calls

·       Greet clients upon arrival and extend hospitality to clients

·       Set up and maintain client files in CRM

·       Administer client appreciation

·       Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

·       Prepare meeting summary letters

30%

Administrative

·       Enter advisor dictations in to CRM

·       Document client calls/contacts

·       File documents in Box and Online File Manager (OFM)

·       Maintain client management system

·       Copy and follow-up with home office on related issues

·       Perform other allowable duties as assigned