Client Service Coordinator Grinney & Davis Wealth Management A private wealth advisory practice of Ameriprise Financial Services Grinney & Davis Wealth Management, a fast-paced, dynamic financial advisory practice, is seeking a high-energy, client-focused
Client Service Coordinator to deliver an exceptional, personalized experience to our clients. As the first point of contact, you'll be responsible for setting the tone of each client interaction with professionalism, warmth, and attention to detail.
Key Responsibilities - Greet clients with a friendly, informed, and polished demeanor
- Manage all aspects of the client experience from arrival to departure
- Maintain a clean and welcoming office environment
- Track and manage client preferences in CRM to deliver personalized service
- Prepare meeting materials such as reports, agendas, and presentations
- Manage multiple calendars: Coordinate a high volume of appointments for multiple advisors, including scheduling, resolving conflicts, and sending timely reminders and confirmations
- Handle phone calls, emails, and client communications, including text platform usage
- Support client onboarding and assist with maintaining prospect records
- Oversee marketing tasks including website updates, blogs, and content sharing
- Perform administrative duties including check deposits, mail sorting, and office open/close procedures
What We're Looking For - Vibrant, outgoing personality with a passion for hospitality and service
- Strong communication and organizational skills
- Tech-savvy and quick to learn new tools
- Attentive to detail and committed to delivering a "WOW" client experience
- Professional in presentation and demeanor
- Completion of a college degree required
Role Details - Schedule: Monday-Thursday 8:30 AM-5:00 PM, Friday 8:30 AM-3:00 PM (In-office)
- Compensation: $50,000-$60,000 annually + quarterly bonus eligibility
- Benefits: Comprehensive benefits package including healthcare, vision, and dental coverage, ten paid holidays, ten PTO, 401(k) with 3.5% employer match, and discretionary profit sharing
If you are interested, please apply and include a cover letter and resume.