Client Service Coordinator
Client Service Coordinator
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$ 50000 - 60000
1 Vacancy
Job Description
Client Service Coordinator
Grinney & Davis Wealth Management
A private wealth advisory practice of Ameriprise Financial Services
Grinney & Davis Wealth Management a fastpaced dynamic financial advisory practice is seeking a highenergy clientfocused Client Service Coordinator to deliver an exceptional personalized experience to our clients. As the first point of contact youll be responsible for setting the tone of each client interaction with professionalism warmth and attention to detail.
Key Responsibilities
- Greet clients with a friendly informed and polished demeanor
- Manage all aspects of the client experience from arrival to departure
- Maintain a clean and welcoming office environment
- Track and manage client preferences in CRM to deliver personalized service
- Prepare meeting materials such as reports agendas and presentations
- Manage multiple calendars: Coordinate a high volume of appointments for multiple advisors including scheduling resolving conflicts and sending timely reminders and confirmations
- Handle phone calls emails and client communications including text platform usage
- Support client onboarding and assist with maintaining prospect records
- Oversee marketing tasks including website updates blogs and content sharing
- Perform administrative duties including check deposits mail sorting and office open/close procedures
What Were Looking For
- Vibrant outgoing personality with a passion for hospitality and service
- Strong communication and organizational skills
- Techsavvy and quick to learn new tools
- Attentive to detail and committed to delivering a WOW client experience
- Professional in presentation and demeanor
- Completion of a college degree required
Role Details
- Schedule: MondayThursday 8:30 AM5:00 PM Friday 8:30 AM3:00 PM (Inoffice)
- Compensation: $50000$60000 annually quarterly bonus eligibility
- Benefits: Comprehensive benefits package including healthcare vision and dental coverage ten paid holidays ten PTO 401(k) with 3.5% employer match and discretionary profit sharing
If you are interested please apply and include a cover letter and resume.
Required Experience:
IC
Employment Type
Full-Time
