Client Service & Growth Coordinator - Path to Financial Advisor

Jambalaya Group; Rochester, Northern (MN, KY); Hybrid; USD 33,000 - 48,000; Full time

Benefits offered by this job

Paid time off

Retirement benefits

Professional development and licensing

Mentorship and career development

Job summary

Jambalaya Group in Rochester, MN is seeking a Client Service Coordinator to join our financial services team. This role focuses on delivering exceptional client service, supporting practice operations, and helping ensure a positive client experience.

The position offers a potential path toward an Associate Financial Advisor role with licensing support; initial duties center on client service, account paperwork, and meeting preparation, with growth opportunities as performance and interests

Qualifications

• Bachelor's degree or higher in a related field is preferred.
• Strong communication and relationship-building skills are essential.
• Ability to manage multiple priorities and stay organized.

Responsibilities

• Provide exceptional client service and support practice operations.
• 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 technology and CRM tools.

Skills

Excellent communication

Relationship building

Organizational skills

Team collaboration

Education

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

Job description

Jambalaya Group in Rochester, MN is seeking a Client Service Coordinator to join our financial services team. This role focuses on delivering exceptional client service, supporting practice operations, and helping ensure a positive client experience.

The position offers a potential path toward an Associate Financial Advisor role with licensing support; initial duties center on client service, account paperwork, and meeting preparation, with growth opportunities as performance and interests