Client Service Coordinator

Company: Ameriprise Financial California
Location: Pasadena
Posted on: June 18, 2022

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