Client Service Coordinator

Client Service Coordinator

Ameriprise Financial – Encore Wealth Management Group | Louisville, KY

Are you a people person who thrives in a fast-paced, client-focused environment? Encore Wealth Management Group, a private wealth advisory practice of Ameriprise Financial located in Louisville, KY, is seeking a personable and detail-oriented Client Service Coordinator to join our collaborative team.

In this role, you’ll be the welcoming face of our practice—serving clients with warmth and professionalism while managing a variety of administrative and hospitality-focused tasks that enhance our client experience. This is a great opportunity for someone who enjoys relationship-building, organization, and making a positive impact each day.

Key Responsibilities

• Client Experience: Greet clients in person and by phone, creating a warm and professional first impression while directing inquiries to the appropriate team members.
• Scheduling & Communication: Coordinate appointments, manage calendars, and ensure accurate meeting logistics for advisors and clients.
• Hospitality & WOW Program: Support our client appreciation efforts by preparing personalized gifts, sending cards, and maintaining our ongoing “WOW” client experience initiatives.
• Administrative Support: Handle incoming and outgoing mail, maintain office supplies, and assist with light reporting and tracking tasks.
• Back Office Coordination: Dedicate one day per week to completing administrative tasks, preparing mailings, and organizing client deliverables outside of front-desk responsibilities.
• Team Collaboration: Work closely with advisors and support staff to uphold the practice’s high standards of service and client care.

Qualifications

• Experience: Minimum of 2 years of client service experience (reception, administrative, or hospitality roles preferred).
• Industry Knowledge: Prior experience in financial services, banking, or real estate is a plus, but not required.
• Education: High school diploma required. Additional education welcome but not necessary for success in this role.
• Skills:
• Strong interpersonal and communication abilities
• Highly organized and attentive to detail
• Proficient in Microsoft Word, Outlook, and Excel
• Experience with Salesforce is a plus
• Positive, outgoing, and team-oriented attitude

Compensation & Benefits

• Classification: Non-exempt, hourly position
• Hourly Range: $20–$24 per hour, commensurate with experience
• Bonus Opportunities: Eligible for annual bonus programs
• Work Schedule: Monday–Friday, 8:00 AM to 4:30 PM (in-office; 30-minute lunch)
• Paid Time Off (PTO): 18 days in the first year (prorated), increasing annually
• Paid Holidays: 7 per year
• Comprehensive insurance benefits, including health (50% employer-paid), and dental and vision coverage (employee-paid).
• Life and disability insurance (employee paid), with voluntary life and supplemental benefits available
• Retirement Plan: 401(k) profit sharing with approximately 7–7.5% employer contribution (no employee match required; eligible after one year)

Our Culture

At Encore Wealth Management Group, our team is built on collaboration, integrity, and genuine care—for both clients and colleagues. We take pride in maintaining a low turnover rate and a workplace that values trust, teamwork, and long-term relationships. We believe in hiring people who are as committed to client service as they are to fostering a positive, team-driven environment.

Equal Opportunity Employer

Encore Wealth Management Group is an equal opportunity employer and welcomes applicants from all backgrounds. We are committed to building a diverse and inclusive workplace.