Client Service Coordinator: Path to Financial Advisor

Jamba Juice; Rochester (MN); On-site; USD 33,000 - 48,000; Full time

Benefits offered by this job

Competitive wage

Paid time off

Retirement benefits

Licensing support

Mentorship and career development

No medical benefits

Mon-Fri schedule

In-office Rochester

Job summary

Ameriprise Financial in Rochester, MN seeks a Client Service Coordinator to deliver exceptional client service, support practice operations, and help ensure a positive client experience.

There is potential to grow toward an Associate Financial Advisor role over time as performance and licensing opportunities develop. This in-office role emphasizes client service, with long-term career growth within the practice.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Communications, or related field.
• Strong client service orientation.
• Excellent communication and relationship-building skills.
• Ability to manage multiple priorities.
• Willingness to pursue industry licensing.
• Interest in financial planning and wealth management.

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 Ameriprise technology, including CRM, Client Viewer, MoneyGuide, and other practice tools.
• Support day-to-day practice operations and workflow.
• Coordinate with advisors and team members to ensure client needs are handled accurately and efficiently.
• Develop a strong understanding of the client experience and financial planning process.
• As appropriate, gain exposure to advisor responsibilities and financial planning activities.
• Take on additional responsibilities as skills, experience, and interests develop.

Skills

Communication skills

Relationship-building

Organization

Multi-priority management

Team collaboration

Client service mindset

Willingness to learn

Licensing readiness

Industry licensing interest

Education

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

Tools

CRM

Client Viewer

MoneyGuide

Job description

Ameriprise Financial in Rochester, MN seeks a Client Service Coordinator to deliver exceptional client service, support practice operations, and help ensure a positive client experience.

There is potential to grow toward an Associate Financial Advisor role over time as performance and licensing opportunities develop. This in-office role emphasizes client service, with long-term career growth within the practice.