Client Service Coordinator: Path to Financial Advisor

Socket.dev; Rochester (MN); On-site; USD 33,000 - 47,000; Full time

Benefits offered by this job

Competitive wage

Paid time off

Retirement benefits

Licensing support

Mentorship

Weekday schedule

In-office Rochester, MN

Job summary

Socket.dev in Rochester, MN, is seeking a Client Service Coordinator to deliver exceptional client service and support practice operations. The role is in-office, full-time, with scope to evolve toward an Associate Financial Advisor as performance and interests develop.

You will learn Ameriprise technology, support client meetings, and help drive a positive client experience while pursuing eventual licensing opportunities and broader responsibilities within the practice.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Communications, or a related field is preferred.
• Excellent communication and relationship-building skills are required.
• Strong organization and ability to manage multiple priorities with attention to detail.
• Willingness to pursue industry licensing if the role evolves toward advisor responsibilities.

Responsibilities

• Serve as a trusted point of contact for clients and provide an exceptional client experience.
• Assist clients with account service needs, paperwork, and financial planning-related requests.
• Prepare materials for client meetings and assist with follow-up activities.
• Maintain accurate client records and documentation.
• Learn and utilize practice technologies (CRM, Client Viewer, MoneyGuide).
• Support day-to-day practice operations and workflow.
• Coordinate with advisors and team members to ensure client needs are met accurately.
• Gain exposure to financial planning processes and advisor responsibilities over time.

Skills

Communication

Organization

Relationship building

Collaboration

Willingness to learn

Client service

Education

Bachelor's degree in Business, Finance, Economics, Communications, or related field

Job description

Socket.dev in Rochester, MN, is seeking a Client Service Coordinator to deliver exceptional client service and support practice operations. The role is in-office, full-time, with scope to evolve toward an Associate Financial Advisor as performance and interests develop.

You will learn Ameriprise technology, support client meetings, and help drive a positive client experience while pursuing eventual licensing opportunities and broader responsibilities within the practice.