Client Service Coordinator

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!