Client Service Coordinator

Job Title: Client Service Coordinator

Workhorse Wealth – San Angelo, TX – an Ameriprise Financial advisory practice is seeking a fulltime Client Service Coordinator to join our innovative and dynamic team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations so they can achieve financial goals and simplify their financial lives.

Job Purpose:

Serve as a Client Service Coordinator providing exceptionally friendly, helpful, premium service to our clients and assist the team in managing and organizing office workflow.

Key Responsibilities: 

Client Service

• Greet clients and visitors with a warm and professional demeanor
• Field incoming calls/texts/emails and direct to the appropriate team member as needed
• Preschedule, schedule, and confirm client appointments, reschedule appointments as needed
• Field incoming prospect inquiries
• Assist with onboarding of new clients
• Assist with meeting preparation and follow up
• Create applications, process new business, and assist with client signature
• Process incoming mail and checks
• Generate invoices and track financial planning fees
• Assist with client touchpoints
• Balance competing scheduling priorities across multiple team members
• Assist with special projects
• Mainatin accurate and complete information in CRM records
• Serve as a Notary Public

Business Operations

• Maintain day-to-day cleanliness of common areas and replenish supplies as needed
• Assist with internet and phone outages, system resets, and physical hardware needs
• Provide assistance with copying, scanning, and filing documents and client data
• Keep work methods and procedures up-to-date and compliant
• Plan and prioritize daily work schedule using CRM task list and shared Outlook Calendar
• Perform other allowable duties as assigned by the Ops Specialist

Marketing

• Plan, purchase, prepare, and deliver/ship marketing gifts for clients
• Manage sponsorship opportunities
• Maintain Marketing on Demand campaigns, advisor websites, and Go Social platforms

Qualifications:

• Associate degree or higher
• 1-2 years of administrative or client service experience
• Experience in financial services is a plus, but not required
• Pleasant, professional and friendly manner with excellent interpersonal skills
• Strong team player
• Highly organized and accurate
• Significant attention to detail
• Proven analytical and independent problem-solving skills
• Highly proficient in Microsoft office including PowerPoint, Excel, Word and Outlook
• Experience with Salesforce preferred
• Excellent written and verbal communication skills
• Ability to handle multiple responsibilities
• Commitment to lifelong learning with ongoing professional development
• Ability to pivot between multiple computer applications with ease and confidence
• High degree of integrity, honesty, commitment, and trust

Physical Demands:

• Ability to handle significant levels of varied stresses, particularly mental stresses and fatigue.
• Operate in a fast-paced, highly regulated, and ever-changing environment.
• No significant physical demands other than the endurance required for the fast pace and stresses.

Work Environment:

• Typical office setting similar to a bank, insurance business, accounting firm, law firm, or other professional office.
• No unusual or significant hazards; reasonable accommodations can usually be made.

Salary and Benefits:

• $19-$22 per hour, depending on experience
• Health insurance and short-term disability, long-term disability also available 
• Group term life insurance
• Simple IRA with employer match 
• Paid time off and paid holidays

How to Apply:

Please submit the following for consideration– send an email to workhorsewealth@ampf.com:

• Cover letter
• Resume

We are an Equal Opportunity Employer.