Private Wealth Client Experience 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

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