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Client Service Coordinator

Woodland, California
Job Type
8 Sep 2022
The Client Service Coordinator supports the advisor and practice by coordinating the schedules of multiple executives, client meetings, seminars, conferences, and various additional activities.

Help conduct the smooth operation of a fast-paced and friendly financial planning office.

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 includes interacting with clients in a friendly manner and supporting office staff and advisors as described below.

This partially remote position is currently a part-time role with the opportunity to move into a full-time position.


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.

Position Functions:
  • Coordinate complex personal and professional calendars for multiple executives
  • Schedule client appointments (coordinate multiple calendars)
  • Conduct client appointment reminder calls
  • Send online meeting invites
  • Manage office/conference room calendars
  • Document client contact/calls
  • Assist in preparing touch points such as greeting cards
  • Assist in maintaining client management system
  • Review work methods and procedures for possible quality improvements and efficiencies; implement them when appropriate
  • Perform other allowable duties as assigned
  • Must have reliable internet service
Key Traits of a Successful Client Service Coordinator:
  • Excellent written and verbal communication skills
  • Ability to work independently without supervision
  • Attention to detail
  • Ability to multi-task
  • Friendly/warm disposition while engaging clients
  • Strong organizational, computer, and typing skills
  • Direct attention to detail and organization
  • Effective communication with clients and other advisors/staff
  • Effective and efficient time management
  • Polite and clear phone manner
  • Ability to multi-task
  • Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
  • Positive attitude and sincere willingness to constantly learn and grow
Helpful Skills:
  • High EQ (emotional intelligence)
  • Microsoft Office experience

Required Qualifications

High school degree or higher

About Our Company

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
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  • Job Reference: 707225690-2
  • Date Posted: 8 September 2022
  • Recruiter: Ameriprise Financial, Inc.
  • Location: Woodland, California
  • Salary: On Application
  • Sector: Call Centre / Customer Service
  • Job Type: Permanent