Client Service Coordinator: Path to Financial Advisor

Jambalaya Group; Rochester (MN); On-site; USD 33,000 - 47,000; Full time

Benefits offered by this job

Paid time off

Retirement benefits

Licensing support

Mentorship opportunities

No medical benefits provided

Monday-Friday schedule

In-office Rochester location

Job summary

Jambalaya Group in Rochester, MN is seeking a Client Service Coordinator to deliver exceptional client service, support practice operations, and assist with client meetings and documentation.

This full-time, in-office role offers training, mentorship, and potential progression toward Associate Financial Advisor, with licensing support as you gain experience and demonstrate performance.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Communications, or a related field preferred.

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.

Skills

Client relationship-building

Excellent communication

Organizational skills

Team player

Education

Bachelor’s degree in Business/Finance/Economics/Communications

Tools

CRM

Client Viewer

MoneyGuide

Job description

Jambalaya Group in Rochester, MN is seeking a Client Service Coordinator to deliver exceptional client service, support practice operations, and assist with client meetings and documentation.

This full-time, in-office role offers training, mentorship, and potential progression toward Associate Financial Advisor, with licensing support as you gain experience and demonstrate performance.