Client Service Coordinator

Job Description

About Us

Everspring Wealth is a Private Wealth Advisory practice of Ameriprise Financial. We are client-focused wealth advisory practice dedicated to delivering exceptional financial guidance and service. We pride ourselves on fostering long-term relationships with employees, clients, and the community built on trust, expertise, and personalized care.

Position Overview

We are seeking a highly organized and client-centric Client Service Coordinator to support our financial advisory team. This role is pivotal in ensuring a seamless client experience by managing appointments, handling client service requests, and executing transactions with precision. It is essential to have a high degree of integrity, honesty, commitment and trust. The financial health, image, and goodwill of the company are highly influenced by the person holding this position. If you thrive in a detail-oriented environment and enjoy problem-solving, this is a great opportunity to be part of a dynamic team.

Key Responsibilities

Schedule and coordinate client appointments.

Facilitate new client onboarding and intake processes.

Assist clients with online account setup, secure email access, and troubleshooting.

Proactively manage and resolve client service requests.

Liaise with the corporate office to address and resolve account errors.

Provide clients with readily available information related to their accounts.

Maintain and update the client management system.

Support practice marketing efforts, including managing Social Media activities.

Monitor and respond to emails in a timely manner.

Execute trades and process financial transactions as directed by the advisor.

Utilize and understand specialized financial tools and internal processes.

Plan and prioritize work using calendars, task management systems, and workflow tools.

Perform additional administrative and operational duties as assigned by the Financial Advisor(s).

Qualifications & Skills

Previous experience in financial services, client support, or administrative roles is preferred.

Strong organizational and time-management skills.

Excellent verbal and written communication skills.

Proficiency in Microsoft Office Suite and Client Management software.

Ability to work independently and prioritize multiple tasks efficiently.

High level of attention to detail and problem-solving skills.

Understanding financial terminology and regulatory guidelines is a plus.

Must be able to maintain confidentiality and adhere to compliance standards.

Compensation & Benefits

Hourly Rate: $22 - $25 per hour (based on experience).

Retirement: SIMPLE IRA.

Insurance: Health, Dental, Vision, and Life Insurance.

Paid Time Off: PTO and Paid Holidays.

Why Join Us?

A collaborative and supportive team environment.

Opportunities for professional development and career growth.

Competitive compensation and benefits package.

If you are a proactive, detail-oriented professional with a passion for delivering outstanding client service, we would love to hear from you!

Full-time