Client Experience Coordinator — Wealth Advisory

Ameriprise Financial; Honolulu (HI); On-site; USD 28,929 - 31,684; Full time

Benefits offered by this job

Paid Time Off

Paid Holidays

401k with Match

Job summary

Eleven22 Capital Partners in Honolulu, HI, is seeking a Client Service Coordinator to greet clients, answer phones, and support our financial advisory team. This full-time role offers growth opportunities within a thriving practice.

You will schedule appointments, manage calendars for advisors, handle office supplies, and help maintain a tidy workspace while collaborating to deliver a seamless client experience. Benefits include PTO, holidays, and 401k with match.

Qualifications

• Excellent communication and interpersonal skills.
• Organized and detail-oriented with the ability to multitask.
• Prior experience in a client service or administrative role is preferred.

Responsibilities

• Answering phones and providing a warm and professional greeting to clients.
• Scheduling appointments and managing calendars for advisors.
• Assisting with administrative tasks, including handling office supplies and maintaining a tidy workspace.
• Collaborating with the team to ensure a seamless client experience.

Skills

Communication

Interpersonal skills

Multitasking

Job description

Eleven22 Capital Partners in Honolulu, HI, is seeking a Client Service Coordinator to greet clients, answer phones, and support our financial advisory team. This full-time role offers growth opportunities within a thriving practice.

You will schedule appointments, manage calendars for advisors, handle office supplies, and help maintain a tidy workspace while collaborating to deliver a seamless client experience. Benefits include PTO, holidays, and 401k with match.