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!
