Client Service Coordinator
Fort Madison, IA, US, United States
Job Description
Link Wealth Advisors, a Private Wealth Advisor Practice of Ameriprise Financial, is a client-focused financial services practice dedicated to helping individuals and families achieve their goals. Our advisors and client service team strive to provide the highest level of service, and we're seeking an Administrative Assistant to join our team and support our growing client base.
As the first point of contact for our clients, you will play an essential role in ensuring a warm and professional client experience while also keeping our office running smoothly.
Position Overview
This role is responsible for providing a positive and professional first impression for our clients while managing the day-to-day operations of the office. It is ideal for someone who is detail-oriented, organized, and enjoys balancing client interaction with behind-the-scenes support.
Responsibilities:
Deliver exceptional client service via phone, email, and in person.
Handle a fast-paced workflow of service tasks accurately and promptly.
Respond to client questions and provide information, insights, and recommendations to improve efficiency and optimize use of tools.
Maintain client management system in Salesforce.
Process financial transactions and service requests.
Support advisors during client meetings.
Qualifications
Prior office administration or receptionist experience preferred.
Strong communication skills, both written and verbal.
Professional demeanor and client-service orientation.
Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and ability to learn new software quickly.
Highly organized with strong attention to detail.
Ability to handle sensitive information with discretion.
Pay: $33,000.00 - $36,000.00 per year
Benefits:
Dental insurance Health insurance Paid time off Retirement plan Vision insurance
Work Location: In person
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Job Detail
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Job IdJD6081962
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:33000.0 36000.0 USD
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Employment StatusPermanent
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Job LocationFort Madison, IA, US, United States
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EducationNot mentioned