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For your reference, we have included the original job posting below.
Client Service Coordinator Job
Job Number:
44102012
Company Name:
Ameriprise Financial
Job Location:
Boston, MA US
Job Category:
Accounting & Finance
Client Service Coordinator Job
Job Description Available Openings:1 Job Title:Client Service Coordinator Job ID:84168
Location:Boston, MA
Business Unit:The Personal Advisors Group Full/Part Time:Full-Time Eligible for Relocation:N Regular/Temporary:Regular Travel Percentage:None License:
About Ameriprise
Focused on people, not just our bottom line.
Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office - and a difference in your community. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.
Responsibilities * Provides general administrative duties in support of the Employee Field Office. Ensures a consistent client experience by greeting clients and prospects upon arrival to the office and answering phones. As time permits, this position may also provide practice management support for advisors and leaders. * General administrative duties performed for entire office may include: distributing and tracking correspondence, setup and ongoing maintenance office of supervisory jurisdiction and client files, office supply management, ensuring office machines are operating in good condition, copying, processing expense management forms, initiating maintenance requests, handling bank deposits. * Responsible for answering phones during regular business hours, greeting clients and prospects in the reception area, maintaining professional appearance of all common areas. * Practice Support duties may include: scheduling client or wholesaler appointments, entering client data into various applications, closing financial plans and maintenance of plan tracker, addressing client assignment issues, setup of new advisor workstations, assisting advisor in preparation or follow-up to client meetings and correspondence, printing and distributing of reports. Seminar support.
Required Qualifications
* High School Graduate * 1 to 3 yrs experience * Excellent interpersonal skills to interact effectively with clients. Effective proven written and oral communication skills. Strong client service orientation. * Ability to function in fast-paced environment and maintain operational quality. Demonstrated ability to handle multiple priorities. * Effectively complete tasks in the most efficient and accurate manner. Ability to be team player. Strong organizational skills and detail oriented. * Proficient with standard office equipment. Familiar with standard business hardware and software. Understanding of a financial advisors practice. * Able to maintain confidentiality. Demonstrated professionalism. Ability to operate under limited/minimal supervision.
Disclosure
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial Services, Inc. is an Equal Opportunity Employer.
