Client Service Coordinator

Client Service Coordinator
Walters & Associates, a Private Wealth Advisor Practice of Ameriprise Financial
Location: Austin, TX
Compensation:  (starting at $60,000 for non-licensed candidates) $70,000–$80,000 based on licensure held and experience 

Are you an organized, detail-oriented professional who thrives in a fast-paced financial services environment? We are a growing private wealth advisory practice seeking a Client Service Coordinator to support our team and deliver an exceptional experience to our clients.

Key Responsibilities

• Serve as the first point of contact for client phone calls and scheduling needs
• Manage calendars and coordinate appointments, including advisor coaching sessions
• Support onboarding of new brokerage and managed account clients
• Track and process ACAT transfers and all types of money movement requests
• Maintain client information and notes in CRM; manage follow-ups and task tracking
• Ensure accurate trade processing, fee changes, and beneficiary updates
• Monitor compliance status and support licensing/CE tracking
• Handle home office communications and resolve client issues
• Prepare client paperwork including ADV2 submissions, disclosures, and trusted contacts
• Code deposits and enter planning data into MoneyGuide Pro
• Coordinate RMDs and reporting
• Package and send materials using UPS overnight account
• Support client reimbursements and fee cutoffs under internal tools
• Utilize systems such as Hearsay, CRM, Agenda Builder, and more

Qualifications

• Prior experience in a financial services or wealth advisory firm preferred
• Strong organizational skills and high attention to detail
• Proficiency with CRM tools and financial planning systems is a plus
• Ability to manage multiple tasks and deadlines in a client-first environment
• Licensure is not required but may impact compensation and future growth opportunities

Compensation & Benefits

• Salary Range: (starting at $60,000 for non-licensed candidates) $70,000–$80,000 based on licensure held and experience 
• 401(k) with Safe Harbor 3% match (eligible after one year)
• Health Insurance: Employer pays 50% of insurance premiums

About Us

We are a dynamic, client-focused private wealth advisory practice committed to helping individuals and families navigate financial decision-making with confidence. Our team values collaboration, professional development, and delivering the highest standard of service to our clients.

To Apply: Please submit your resume and a brief cover letter highlighting your relevant experience and interest in the role.