Client Service Coordinator

at Ameriprise Financial, Inc.
Location New Port Richey
Date Posted January 15, 2022
Category Call Centre / CustomerService
Job Type Full Time


Job Description

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchise with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.

This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar.


Position Functions:90%Administrative assistance • Prepare correspondence for advisor signature
• Copy and track all client and practice materials including business correspondence
• Copy and follow-up with home office on related issues
• Schedule client appointments and prepare agendas/forms for appointments
• Conduct client appointment reminder calls and check-in calls on follow up items
• Assist the paraplanners, associate financial advisors and advisor
• Perform other allowable duties as assigned by the financial advisors10%Client care Administrative assistance • Greet clients upon arrival and extend hospitality to clients
• Set up and maintain client management system
• Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
• Document client contacts/calls
• Track client special events and make appropriate contact per established client contact model

Required Qualifications

Key Traits of a Successful Administrative Assistant:
• Strong organizational and computer skills
• Direct attention to detail and organization; Effective and efficient time management
• Effective communication with clients and other advisors/staff
• 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

Education and Other Designations:
• High School Diploma or higher; or reasonable work experience

Salary Range:
• $30,000 - $40,000
• Dependent on qualifications and experience

Employee Benefits:
• Group Health & HSA Plan
• 401(k) Retirement Plan
• Generous PTO plus 9 market-driven holidays
• Opportunity for Advancement

About Our Company

With the right company, life can Be Brilliant. 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 and we can Be Brilliant together.

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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