Client Service Coordinator

Client Service Coordinator

Method M Wealth
A Private Wealth Advisory Practice of Ameriprise Financial
Simi Valley, California

Method M Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Client Service Coordinator to join our growing, client-centered team. We are dedicated to delivering comprehensive financial planning and wealth management services with professionalism, precision, and care.

This position plays a vital role in supporting advisors, enhancing operational efficiency, and ensuring a high-quality client experience. The role will be tailored to build upon your strengths, with opportunity for long-term growth within the practice.

Job Purpose

The Client Service Coordinator is responsible for supporting both the service and planning functions of the practice. This individual manages scheduling, assists with client meeting preparation, processes applications, maintains client records, and provides day-to-day administrative support to ensure seamless client interactions.

We are seeking a candidate with a growth mindset, strong attention to detail, and a sincere interest in building a career within the financial services industry.

Key Responsibilities

• Manage client appointment scheduling and advisor calendar coordination
• Provide professional and welcoming experience for clients visiting the office
• Prepare and process client applications through completion
• Update and maintain accurate client records (address changes, beneficiary updates, contact information, etc.)
• Assist in preparing financial planning materials, including presentation decks and recommendation summaries
• Support client communications via phone, email, and in-person interactions
• Maintain CRM systems with accuracy and consistency
• Perform general administrative tasks (filing, mailing, document preparation, scanning, etc.)
• Collaborate on special projects to improve client service processes and workflow efficiency

Qualifications

• Previous administrative or office experience preferred
• Financial services experience a plus
• Strong organizational skills and attention to detail
• High level of professionalism and confidentiality
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite
• Technologically adaptable and comfortable learning new systems
• Positive, proactive attitude with willingness to learn and grow

Work Schedule

• Flexible scheduling available
• Open to both full-time and part-time candidates
• In-office position

Compensation and Benefits

• Hourly compensation: $18–$26+ per hour (based on experience)
• PTO and paid holidays (full-time employees)
• Simple IRA with employer match
• Health insurance assistance
• Professional, supportive team environment
• Opportunity for advancement within the practice

How to Apply

If you are motivated, detail-oriented, and interested in contributing to a collaborative and client-focused wealth management practice, please submit your résumé and a brief cover letter outlining your experience and interest in the role.

Join our team and contribute to helping clients achieve long-term financial success while building a meaningful career in financial services.

Equal Opportunity Employer

Method M Wealth is an equal opportunity employer and values diversity in the workplace. We encourage candidates of all backgrounds to apply.