Client Service Coordinator / Administrative Assistant Client Service Coordinator / Administrative  …

Ameriprise Financial, Inc.
in Mount Laurel, NJ, United States
Permanent, Full time
Be the first to apply
Ameriprise Financial, Inc.
in Mount Laurel, NJ, United States
Permanent, Full time
Be the first to apply
Client Service Coordinator / Administrative Assistant
Job Description

About Us
We are a local franchise of Ameriprise Financial looking to hire a Part-Time (with Full-Time opportunity) Client Service Coordinator to join our successful and growing office. Our team of advisors work hard to put our clients first and ensure that they are successful in accomplishing their goals.

Position Description
This position is an integral part of our team and will require true professionalism, great communication skills, and attention to detail. To be successful in this role, an applicant will need a positive, supportive attitude and a strong willingness to help. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Assist in daily business operations. This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar.


  • Helping create a positive first impression of our business
  • Greeting clients and scheduling meetings/conferences
  • Assisting team members in providing excellent service to clients
  • Management of client service models
  • Client Data Management
  • Completing administrative tasks
  • Coordinating marketing events
  • Completing special projects

Required Qualifications

Skills Required
  • Microsoft Excel and Microsoft Word skills
  • Proficient phone and communication skills
  • Excellent at tracking tasks and following up
  • Knowledge of industry Customer Relationship Management (CRM) / Salesforce *preferred*
  • 2+ years in the financial industry or equivalent *preferred*
Key Traits
  • Strong organizational and computer skills
  • Direct attention to detail and organization
  • Effective communication with clients and other advisors/staff
  • Effective and efficient time management
  • Polite and clear phone manner
  • Ability to multi-task
  • Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
  • Ability to support and provide guidance for compliance within the advisor's practice
  • Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
  • High school degree or higher
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