Client Service Coordinator

Office/Clerical
Location:Madison, WIHourly: CompetitiveWork type: Direct Hire - Full Time
Date Posted:
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Job ID: MR642068316

Job Description

Summary:
We've partnered with an established financial advisory practice in search of a Client Service Coordinator to support the daily operations of a fast-paced office. The Client Service Coordinator will provide administrative and client service support. This position is fully onsite in Madison, WI and operates full-time Monday-Friday between the hours of 8:00am-5:00pm. Pay is competitive based on experience. Competitive benefits offered.

Responsibilities:
Administrative Support:
  • Provide general administrative assistance to maintain smooth office operations
  • Prepare correspondence for advisor signature
  • Copy, track, and organize client and practice materials, including business correspondence
  • Coordinate with the Ameriprise home office on follow-up items
  • Schedule client appointments and prepare related agendas/forms
  • Place reminder calls/texts and follow-up calls with clients
  • Support office team members as needed
  • Complete additional allowable tasks assigned by the financial advisor
Client Care:
  • Greet clients and provide a welcoming, professional experience
  • Draft administrative letters/notes on practice letterhead (anniversaries, sympathy, milestones, etc.)
  • Document all client contacts and interactions
  • Track client events and conduct outreach per the practice’s contact model
  • Respond to and resolve basic client inquiries

Qualifications:
  • Post-secondary degree preferred
  • 1+ years of experience in a financial advisory practice
  • Strong organizational and time-management skills
  • Professional communication and customer service abilities
  • Attention to detail with the ability to manage multiple tasks
  • Comfort working in a fast-paced environment
  • Ability to follow established guidelines and procedures
  • Proficiency with standard office software and equipment

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