Client Service Coordinator

Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC; Saint Cloud (MN); On-site; USD 60,000 - 80,000; Full time

Job summary

Keeling Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, seeks a Client Service Coordinator to manage high-net-worth relationships with care and precision. You will coordinate across advisors, specialists, and external partners, ensuring requests are resolved promptly and the client experience is seamless.

In this on-site role in Rochester, Minnesota, you will own scheduling, meetings, and documentation, maintain confidential records, and translate

Qualifications

• Bachelor's degree or demonstrated professional experience delivering exceptional client service and operational support.
• Experience delivering high-touch client or professional-services support where trust and follow-through matter.
• Ability to manage multiple concurrent requests, deadlines, and confidential details with accuracy.
• Clear, polished verbal and written communication skills, including setting expectations.
• Proficiency with Microsoft Office and ability to learn CRM, workflow, and document-management systems.
• Ability to work on-site in Rochester, Minnesota, in a collaborative, client-centered environment.

Responsibilities

• Build trusted relationships with Core and Private Wealth clients by understanding preferences and expectations.
• Serve as a central point of contact for day-to-day service needs with discretion and ownership.
• Anticipate needs, deadlines, and potential service gaps; initiate follow-up before asked.
• Triage requests, engage the right resources, and maintain accountability through completion.
• Coordinate across advisors, planning, operations, and other teams to deliver an integrated client experience.
• Prepare for client meetings by confirming objectives and assembling materials.
• Capture commitments during meetings and drive timely follow-through.
• Manage complex scheduling and meeting logistics with client and advisor priorities.
• Coordinate with clients' attorneys, accountants, trustees, and other professionals within authorization and compliance boundaries.
• Maintain complete, accurate client records across CRM and firm systems.
• Execute service requests and provide proactive status updates to clients and stakeholders.
• Identify friction points and improve workflows and handoffs to raise service standards.

Skills

High-touch client service

Multitasking

Effective communication

Discretion

Attention to detail

CRM proficiency

Follow-through

Judgment

Professional demeanor

Education

Bachelor's degree or equivalent experience

Tools

CRM software

Microsoft Office

Workflow tools

Document management systems

Job description

This is not a traditional administrative support role. The Client Service Coordinator is a high-relationship, high-accountability position serving the firm's Core and Private Wealth clients, including some of the most affluent and most complex client relationships. You will help create a seamless, highly personalized experience by understanding what matters to each client, anticipating service needs, resolving requests with care and urgency, and coordinating the right resources across the organization.

As a trusted point of coordination, you will connect clients, advisors, internal specialists, and outside professionals so that commitments are clear, details do not get lost, and service moves forward. Success requires sound judgment, exceptional follow-through, discretion, warmth, and the ability to manage multiple priorities without sacrificing accuracy or the client experience.

Your Impact: Clients feel known, cared for, and confident that their needs are being anticipated and handled.

What You Will Own

• Build trusted relationships with assigned Core and Private Wealth clients by learning their preferences, family context, communication style, service history, and expectations.
• Serve as a central point of contact for day-to-day service needs, responding with professionalism, empathy, discretion, and a clear sense of ownership.
• Anticipate upcoming needs, deadlines, decisions, and potential service gaps; initiate follow-up before the client or advisor has to ask.
• Triage client requests, determine the appropriate path to resolution, engage the right internal or external resources, and remain accountable through completion.
• Coordinate across advisors, planning, investment, operations, leadership, and other teams to deliver an integrated client experience.
• Prepare for client meetings by confirming objectives, compiling information, coordinating materials and participants, and identifying open service items.
• Participate in client meetings and calls as needed; capture commitments, translate discussions into clear actions, assign ownership, and drive timely follow-through.
• Manage complex scheduling and meeting logistics with attention to client preferences, advisor priorities, participants, preparation time, and follow-up requirements.
• Coordinate with clients' attorneys, accountants, trustees, and other professional partners, within appropriate authorization and compliance boundaries.
• Maintain complete, accurate, and timely client records, notes, documents, workflows, and data across the firm's systems, including the CRM.
• Execute client service requests, operational tasks, and casework accurately and efficiently while providing proactive status updates to clients and stakeholders.
• Identify recurring friction points and partner with colleagues to improve workflows, handoffs, service standards, and the consistency of the client experience.
• Protect client confidentiality and comply with applicable legal, regulatory, records-retention, privacy, and firm requirements.
• Support special client needs, firm initiatives, and additional client service or operational responsibilities consistent with the role.

How You Will Work

• Anticipate, do not simply react. Look ahead, recognize patterns, ask thoughtful questions, and surface needs or risks early.
• Own the outcome. Stay connected to a request from intake through resolution, even when another team performs part of the work.
• Coordinate the full experience. Marshal resources across the firm, clarify responsibilities, and create dependable handoffs.
• Communicate with intention. Adapt your approach to the client, confirm understanding, set expectations, and provide timely updates.
• Balance warmth with precision. Deliver gracious, personal service while maintaining accuracy, documentation, boundaries, and compliance.
• Apply judgment. Distinguish urgent from important, recognize when escalation is appropriate, and protect the client relationship.
• Improve the system. Use feedback and experience to strengthen procedures and reduce avoidable effort for clients and colleagues.

What You Must Have

• Bachelor's degree or demonstrated professional experience in a related field, with a history of delivering exceptional client service and operational support.
• Experience delivering high-touch client, customer, member, patient, guest, or professional-services support where trust, judgment, and follow-through are essential.
• Demonstrated ability to manage multiple concurrent requests, deadlines, stakeholders, and confidential details with a high degree of accuracy.
• Clear, polished verbal and written communication skills, including the ability to explain next steps and set expectations.
• Proficiency with Microsoft Office applications and a demonstrated ability to learn and use CRM, workflow, document-management, and other business systems.
• Ability to work on-site in Rochester, Minnesota, in a collaborative, client-centered environment.

What Sets You Apart

• Experience supporting affluent, high-net-worth, executive, business-owner, family-office, private banking, wealth-management, or similarly complex client relationships.
• A track record of anticipating needs and resolving issues before they become client concerns.
• Confidence coordinating work across multiple teams without relying on formal authority.
• Exceptional discretion and comfort handling sensitive personal and financial information.
• Ability to remain composed, resourceful, and responsive when priorities shift or a client need is time-sensitive.
• Curiosity about financial planning and wealth management, combined with a commitment to continued learning.
• Experience partnering with attorneys, accountants, trustees, or other outside professionals.
• A service mindset that values thoughtful details, personal connection, and consistent execution.

This position is employed by Keeling Wealth Advisors and supports the continued integration with Continuum Financial Group following a strategic partnership. The role serves clients and collaborates with team members across a growing organization, helping bring together the strengths, expertise, and resources of both firms to create an enhanced client experience and expanded opportunities for the team.

Professional Expectations

• Consistently embody the firm's Vision, Mission, Values, and Guiding Principles in decisions and interactions.
• Operate with professionalism, integrity, confidentiality, sound judgment, and respect.
• Welcome feedback, take ownership of development, and demonstrate adaptability as the organization evolves.
• Contribute to a positive, collaborative, and team-oriented culture focused on clients and shared outcomes.