Client Service Coordinator

Ameriprise Financial Services, LLC; Owings Mills (MD); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Two remote days per week after 90 days

Bonus structure 5-9% of base salary

401(k) with 100% match up to 3%

Health/Medical insurance stipend

Annual PTO + holidays

Job summary

Legacy Capital, an independent private wealth advisory practice of Ameriprise Financial, is seeking an experienced Client Service Coordinator to support advisors in Maryland and North Carolina within a Forbes Best in State team.

The role is full-time in-office with two remote days per week after 90 days, with full remote for experienced out-of-area candidates. Competitive base salary, bonuses, benefits and PTO are offered.

Qualifications

• College degree or higher.
• 3+ years of similar experience in customer service or business processing.
• Experience in wealth management/finance preferred.
• Strong attention to detail and initiative.
• Effective and polite client and team communication.

Responsibilities

• Open accounts, process transitions, update client profiles.
• Lead estate settlement processing for the team.
• Ensure accurate account setup and resolve issues.
• Follow up to complete post-meeting action items.

Skills

Attention to detail

Initiative

Client communication

Time management

Multi-tasking

Telephone etiquette

Regulatory compliance

Education

College degree or higher

Job description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Legacy Capital is looking for an experienced Client Service Coordinator. We are a Forbes Best in State Team and an Independent Private Wealth Advisory practice of Ameriprise Financial. We have locations in Maryland and North Carolina with 17 Advisors and 16 operations team members today. We are looking to add another talented operations team member. We have a very positive and collaborative work environment aligned with our core values of family, integrity, education, excellence and results. We are looking for the best fit for our culture that can step in and apply their knowledge right away to help support our advisors in providing the best client experience we can.

At Legacy Capital, we pride ourselves on fostering an environment for personal growth and passion. You will be given the opportunity to grow and expand your duties, including leadership of other team members, should your interests and skillset take you in that direction. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Schedule is full-time in-office with two remote days per week beginning after 90-days. Full remote position available for experienced out of area candidates.

Position Functions

• Account openings and transitions, asset transfers, beneficiary updates, client profile updates
• Lead processor for team wide estate settlement cases
• Ensure accurate account setup and resolve issues
• Follow-up as needed to ensure prompt completion of post-meeting action items

Key Traits For Success In The Role

• Keen attention to detail
• Takes initiative to see tasks through to completion
• Effective & polite communication with clients and team members
• Efficient time management & ability to multi-task
• Polite and clear phone manner
• Consistent adherence to trained policies/regulations as required by Legacy Capital & Ameriprise Financial
• Positive attitude and genuine willingness to learn and grow

Education & Other Credentials

• College degree or higher
• 3+ years of similar experience (customer service/support & business processing, preferably within the wealth management and finance industry)

Compensation Package

• Starting base salary range of $70,000-$80,000 reviewed on an annual basis
• Two tier bonus structure earning between 5-9% of base salary, consisting of team level metrics and role-based performance metrics
• 401(k) entry at 6 months employment, fully vested immediately, 100% match up to 3% deferral
• Group benefits: Principal DI policy along with a 10 year $50k death benefit Life Insurance policy
• Health/Medical Insurance monthly stipend up to $350 maximum towards personal policy premium
• Annual PTO schedule below + two flex days and all corporate holidays:

First year: 3 weeks

Years 2-4: 4 weeks

Years 5+: 5 weeks

Base Pay Salary

The salary will be $70,000-$80,000/ year

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.