Client Service Coordinator
Client Service Coordinator
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Job Description
Client Service Coordinator
Walters & Associates a Private Wealth Advisor Practice of Ameriprise Financial
Location: Austin TX
Compensation: $70000$80000 annually (flexible for non-licensed candidates starting at $60000)
Are you an organized detail-oriented professional who thrives in a fast-paced financial services environment We are a growing private wealth advisory practice seeking a Client Service Coordinator to support our team and deliver an exceptional experience to our clients.
Key Responsibilities
- Serve as the first point of contact for client phone calls and scheduling needs
- Manage calendars and coordinate appointments including advisor coaching sessions
- Support onboarding of new brokerage and managed account clients
- Track and process ACAT transfers and all types of money movement requests
- Maintain client information and notes in CRM; manage follow-ups and task tracking
- Ensure accurate trade processing fee changes and beneficiary updates
- Monitor compliance status and support licensing/CE tracking
- Handle home office communications and resolve client issues
- Prepare client paperwork including ADV2 submissions disclosures and trusted contacts
- Code deposits and enter planning data into MoneyGuide Pro
- Coordinate RMDs and reporting
- Package and send materials using UPS overnight account
- Support client reimbursements and fee cutoffs under internal tools
- Utilize systems such as Hearsay CRM Agenda Builder and more
Qualifications
- Prior experience in a financial services or wealth advisory firm preferred
- Strong organizational skills and high attention to detail
- Proficiency with CRM tools and financial planning systems is a plus
- Ability to manage multiple tasks and deadlines in a client-first environment
- Licensure is not required but may impact compensation and future growth opportunities
Compensation & Benefits
- Salary Range: $70000$80000 based on experience and licensure (starting at $60000 for non-licensed candidates)
- 401(k) with Safe Harbor 3% match (eligible after one year)
- Health Insurance: Employer pays 50% of insurance premiums
About Us
We are a dynamic client-focused private wealth advisory practice committed to helping individuals and families navigate financial decision-making with confidence. Our team values collaboration professional development and delivering the highest standard of service to our clients.
To Apply: Please submit your resume and a brief cover letter highlighting your relevant experience and interest in the role.
Required Experience:
IC
Employment Type
Full-Time
