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Ameriprise Financial Services, LLC · 4 hours ago

Client Service Coordinator

Plano, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

Ameriprise Financial Services, LLC is a premier financial planning and wealth management practice. The Client Service Coordinator will assist financial advisors in delivering exceptional service and support throughout the financial planning process.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

Enter client data into Financial Planning Tool Suite

Run illustrations and hypotheticals for use in client meetings

Perform analysis and prepare preliminary financial planning recommendations for advisor review

Build preliminary agenda for client service meetings

Request documents from client ahead of meetings

Work with clients after meetings to follow up on outstanding service items

Maintain client contact during the financial planning process

Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

Review and update client information as needed for client review meetings

Attend and participate in client meetings as necessary

Service, manage and resolve client issues

Perform other allowable duties as assigned by the financial advisor(s)

Utilize existing systems and processes to ensure that all client communication and required follow up is documented

Manage incoming emails and phones calls, routing them to the correct person to complete the client request

Work with home office to ensure accurate account setup and resolve issues

Schedule meetings or appointments

Communicate with clients, provide account information, perform basic client level account maintenance, scheduling and escalation of client service requests, as necessary

Qualification

Financial PlanningClient CommunicationData AnalysisOrganizational SkillsTime ManagementTeamworkAttention to DetailPositive Attitude

Required

College degree or higher

2+ years of similar experience

Independent and confident self-starter who can work well with minimum supervision

Able to work in a fast-paced environment while managing multiple tasks/projects with competing deadlines and priorities

Excellent professional development skills such as teamwork and collaboration, work planning, time management and prioritization

Direct attention to detail and organization

Strong organizational and computer skills

Effective communication with clients and other advisors/staff

Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial

Positive attitude and sincere willingness to constantly learn and grow

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (75)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)