Client Service Coordinator

Job Description

The Azimont Group, a private wealth advisory practice of Ameriprise Financial, LLC, is a premier financial planning and wealth management practice. At Azimont Group, we put our clients at the center of everything we do. By getting to know our clients on a personal level, we are able to understand what’s truly important to them – their “why.” Only then can we work with them to create individualized plans to help them reach their specific goals.
We value integrity, open communication, a strong desire to learn, and a passion for client service. As a Client Service Coordinator at the Azimont Group, you will be a part of a fast-paced environment on a small, highly reciprocal team of 15-20 professionals. You will play an integral role in the success of the Azimont Group by delivering extraordinary and consistent service experiences, providing administrative assistance, and managing client communication.
The Client Service Coordinator provides a wide variety of support services to the team. A CSC follows established procedures to perform standard tasks, resolve questions and problems, and has routine contact with clients and vendors to deliver an exceptional 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 and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Responsibilities

Position Functions:
Business Management – 30%

• Utilize existing systems and processes to ensure that all client communication and required follow up is documented
• Manage incoming emails and phones calls, routing them to the correct person to complete the client request
• Work with home office to ensure accurate account setup and resolve issues
• Handle incoming and outgoing mail, including processing of incoming checks
• Help ensure that all compliance and licensing requirements are followed
• Maintain files and records in accordance with the records retention policy
• Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)

Client Care – 30%

• Greet clients upon arrival and extend hospitality to clients
• Schedule meetings or appointments
• Communicate with clients, provide account information, perform basic client level account maintenance, scheduling and escalation of client service requests, as necessary
• Coordinate client appreciation events and seminars
• Answer unsolicited calls from prospects to schedule appointments or refer to advisor
• Responsible for managing and sending out birthday and holiday cards
• Track client special events and make appropriate contact per established client contact model
• Utilize CRM to document and capture all client-related information and document client contacts/calls

Administrative/Office Management – 40%

• Order supplies and other office related items
• Manage equipment and facilities, including equipment maintenance and vendor relationships
• Ensure that appropriate office signage and documentation is displayed
• Coordinate and schedule wholesalers and team lunches

Key Traits of a Successful Client Service Associate/Manager

• Strong organizational and computer skills

• Direct attention to detail and organization

• Effective written and verbal 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

• Ability to support and provide guidance for compliance within the advisor’s practice

• Positive attitude and sincere willingness to constantly learn and grow

• Alignment with Azimont Group’s Core Values

Required Qualifications

Education and Other Designations:

• High School Diploma or GED

• 2+ years of similar experience

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.