Client Service Coordinator

Client Service Coordinator
Ameriprise Financial – Fireside Wealth | Lakeville, MN

Are you ready to launch your career in the financial services industry? Fireside Wealth, an Ameriprise Financial practice in Lakeville, MN, is seeking a motivated and detail-oriented Client Service Coordinator to join our growing team. In this role, you will provide exceptional client support while assisting with administrative and marketing initiatives that help our practice thrive.

We are looking for someone who is highly organized, client-focused, and eager to learn. If you have an associate degree or higher, strong organizational skills, and a passion for delivering outstanding service, we’d love to hear from you.

Key Responsibilities

• Client Support: Serve as the primary point of contact for clients—schedule meetings, greet clients, manage communications through email, phone, etc., and ensure a seamless client experience.
• Meeting Preparation: Assist financial advisors by gathering required documents, preparing presentation materials, and ensuring all details are ready for client meetings.
• Follow-Up Coordination: Track and complete post-meeting action items within established timelines.
• Client Service Resolution: Address client inquiries and resolve service-related issues with professionalism and a solutions-oriented approach.
• Marketing Support: Assist with marketing initiatives, manage social media channels, maintain up-to-date marketing materials, and coordinate client and company events.
• Office Administration: Oversee general office operations, including managing supplies, handling mail, and maintaining organized files.

Qualifications

• Education: Associate’s degree or higher in a related field required.
• Communication Skills: Excellent verbal and written communication abilities to effectively interact with clients and team members.
• Organizational Skills: Ability to manage multiple priorities with accuracy and efficiency.
• Attention to Detail: Commitment to delivering high-quality, error-free work.
• Technical Proficiency: Comfortable with standard office software and open to learning new tools.
• Client-Focused Mindset: Passion for building strong client relationships and delivering exceptional service.

Compensation & Benefits

• Classification: Non-exempt position.
• Hourly Rate: $24–$28 per hour, commensurate with experience.
• Paid Time Off (PTO): Flexible time-off policy to relax and recharge.
• Paid Holidays: Enjoy time off for major holidays throughout the year.
• Retirement Plan: 401(k) and Roth 401(k) with 3% employer contribution.
• Health Insurance Contribution: 70% of the employee premium and 50% of the premium for dependents covered.
• Dental Insurance: Available for employees
• Disability and Life Insurance: Company-provided disability coverage and basic life insurance included.
• Hybrid Work Schedule: Opportunity for a hybrid schedule once established in the role.

Equal Opportunity Employer
Fireside Wealth is an equal opportunity employer and welcomes applicants from all backgrounds.