Client Service Coordinator
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Job Location:
Harrisonburg, LA - USA
Monthly Salary:
$ 19 - 24
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
Were Hiring: Client Service Coordinator Harrisonburg VA
WayMont Wealth Advisors In-Person Full-Time
About Us
WayMont Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services is a client-focused financial wealth management practice dedicated to helping individuals and families achieve their financial goals. Our advisors and client service team are committed to delivering a high-touch personalized experience and we are seeking a Client Service Coordinator to join our close-knit team.
Position Overview
We are seeking a highly organized personable and reliable Client Service Coordinator to manage front-office responsibilities and provide day-to-day support to our advisor and team. This is a fully in-office client-facing role serving as the first point of contact for clients and playing a critical role in creating a welcoming professional office environment.
Schedule:
- Full-time (40 hours/week)
- Office hours: 8:30 AM 4:30 PM
- In-person MondayFriday
Key Responsibilities
- Greet clients and visitors in a warm professional manner
- Answer screen and direct incoming phone calls
- Manage calendars and assist with scheduling client meetings
- Support meeting preparation and follow-up
- Process paperwork forms and client check deposits
- Triage emails and phone calls for the advisor
- Provide administrative and operational support to the advisor and team
- Potential opportunity to assist with light marketing or social media support if desired
Qualifications
- Prior administrative receptionist or client service experience preferred but not required for the right candidate
- Strong communication and interpersonal skills
- Ability to multitask stay organized and manage priorities in a professional office environment
- Proficiency with Microsoft Office and general office systems
- Professional dependable and client-focused demeanor
Compensation & Benefits
- Status: Full-time non-exempt
- Compensation: $19.00-24.00 - depending on experience
- Benefits may include:
- Health insurance (approximately 50% of employee premium covered; family coverage paid by employee)
- 401(k) retirement plan
- Paid time off: 1 week in the first year increasing with tenure
- Paid holidays
How to Apply
If you are dependable detail-oriented and excited to support clients and advisors in a professional financial services environment we encourage you to apply. Please submit your resume and a brief cover letter outlining your interest in the role and relevant experience.
Equal Opportunity Employer
WayMont Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
Required Experience:
IC
Key Skills
- Senior Care
- Customer Service
- Developmental Disabilities Experience
- Computer Skills
- Microsoft Outlook
- Case Management
- Computer Literacy
- Dispatching
- Home Care
- Administrative Experience
- Social Work
- Word Processing
About Company
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