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Client Service Coordinator - Direct Hire

St. Cloud, MN

Job Category: Accounting & Finance Job ID: 42728932 Pay Rate: $43000-46000 / year Jobs Office: Career Solutions

Job Description

Boost your career with this exciting new opportunity! Doherty Staffing Solutions has partnered with a leading financial advising company located in St. Cloud, MN. We are seeking candidates for a Client Service Coordinator role. Compensation for this direct hire opportunity ranges between $43,000-$46,000 per year, depending on skills and experience. Interested? Read below for more information!

What a Client Services Coordinator will do:
  • Meet daily with advisor to coordinate advisor workflow and receive advisor work requests
  • Review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor
  • Complete work requests and serve as the advisor’s workflow liaison with other staff
  • Handle service calls from clients, corporate office, or other professionals.
  • Record all client communication and interaction in client relationship management (CRM) system
  • Complete client investment transactions as directed by an advisor
  • Resolve client issues and call client back when problem has been resolved
  • Involve advisor when needed to assist in client issue resolution process
  • Complete forms and applications following client appointments
  • Submit all new business applications and checks to the corporate office in a timely manner according to procedures
  • Clean-up CRM system of clients no longer active, etc.
What you need to be a Client Services Coordinator:
  • Strong organizational and computer skills
  • Excellent attention to detail
  • Effective communication with clients, staff, and other advisors
  • 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 for compliance within the advisor’s practice
  • Positive attitude and sincere willingness to constantly learn and grow
Don’t miss out on this exciting opportunity! Click APPLY NOW to complete our mobile-friendly, online application. For questions or additional details about the Client Services Coordinator position, please contact our doherty recruiter at (952)715-5043.

Our partner company offers a comprehensive benefits package to eligible employees that includes medical, life, dental, and vision insurance coverages, as well as a 401(k)-retirement plan with employer matching contributions.
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