Client Service Coordinator
Company: Ameriprise Financial California
Location: Pasadena
Posted on: June 18, 2022
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Job Description:
Pasadena, CA - A dynamic, innovative, and forward-thinking
financial advisory practice of Ameriprise is seeking a fulltime
Client Service Coordinator (this position can be done remotely). 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 to help achieve financial goals and simplify their
financial lives.Job Purpose:In this role you will provide
exceptionally friendly, helpful, and authentic high-quality service
to our clients and help the practice in managing and organizing
office work flow at an expert level. We offer long term growth and
are looking for candidates who are interested in building their
career with us.Key Responsibilities include:Schedule and confirm
client appointmentsPre-meeting preparation and post-meeting
follow-upOnboard new clientsCreate applications and process new
businessAssist with client emails, phone calls and in person
visitsComplete compliance paperwork and reimbursement
paperworkCoordinate with restaurant/caterer to set-up events.Track
and post to-dosQualifications:Associates degree or higher2 years of
similar work experience in a professional office
environmentPleasant, professional and friendly manner with
excellent interpersonal skillsOutstanding customer service
skillsStrong team playerExcellent administrative skillsSignificant
attention to detailProven analytical and independent
problem-solving skillsHighly proficient with in Microsoft office
including PowerPoint, Excel, Word and OutlookExperience with
SalesforceExcellent written and verbal communication skillsAbility
to handle multiple responsibilitiesStrong personal and business
ethics and integrityDesire to grow and learn within the
practiceCompensation range:$50-$63k annualizedBenefits:Medical,
Dental and VisionVacation, sick pay.PTO and Holidays401k plan with
employer matchHow to Apply:Please submit the following for
consideration:Cover letterResumeWe are an Equal Opportunity
Employer
Keywords: Ameriprise Financial California, Pasadena , Client Service Coordinator, Other , Pasadena, California
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