Job Description

Client Service Coordinator

Ameriprise Financial - Encore Wealth Management Group | Louisville, KY

Are you a people person who thrives in a fast-paced, client-focused environment? Encore Wealth Management Group, a private wealth advisory practice of Ameriprise Financial located in Louisville, KY, is seeking a personable and detail-oriented

Client Service Coordinator

to join our collaborative team.



In this role, you'll be the welcoming face of our practice--serving clients with warmth and professionalism while managing a variety of administrative and hospitality-focused tasks that enhance our client experience. This is a great opportunity for someone who enjoys relationship-building, organization, and making a positive impact each day.

Key Responsibilities

Client Experience:

Greet clients in person and by phone, creating a warm and professional first impression while directing inquiries to the appropriate team members.

Scheduling & Communication:

Coordinate appointments, manage calendars, and ensure accurate meeting logistics for advisors and clients.

Hospitality & WOW Program:

Support our client appreciation efforts by preparing personalized gifts, sending cards, and maintaining our ongoing "WOW" client experience initiatives.

Administrative Support:

Handle incoming and outgoing mail, maintain office supplies, and assist with light reporting and tracking tasks.

Back Office Coordination:

Dedicate one day per week to completing administrative tasks, preparing mailings, and organizing client deliverables outside of front-desk responsibilities.

Team Collaboration:

Work closely with advisors and support staff to uphold the practice's high standards of service and client care.

Qualifications

Experience:

Minimum of

2 years of client service experience

(reception, administrative, or hospitality roles preferred).

Industry Knowledge:

Prior experience in financial services, banking, or real estate is a

plus

, but not required.

Education:

High school diploma required. Additional education welcome but not necessary for success in this role.

Skills:

+ Strong interpersonal and communication abilities + Highly organized and attentive to detail
+ Proficient in Microsoft Word, Outlook, and Excel
+ Experience with Salesforce is a

plus

+ Positive, outgoing, and team-oriented attitude

Compensation & Benefits

Classification:

Non-exempt, hourly position

Hourly Range:

$20-$24 per hour

, commensurate with experience

Bonus Opportunities:

Eligible for annual bonus programs

Work Schedule:

Monday-Friday, 8:00 AM to 4:30 PM (in-office; 30-minute lunch)

Paid Time Off (PTO):

18 days in the first year (prorated), increasing annually

Paid Holidays:

7 per year

Comprehensive insurance benefits

, including health (50% employer-paid), and dental and vision coverage (employee-paid).

Life and disability insurance

(employee paid), with voluntary life and supplemental benefits available

Retirement Plan:

401(k) profit sharing with approximately

7-7.5% employer contribution

(no employee match required; eligible after one year)

Our Culture

At Encore Wealth Management Group, our team is built on collaboration, integrity, and genuine care--for both clients and colleagues. We take pride in maintaining a low turnover rate and a workplace that values trust, teamwork, and long-term relationships. We believe in hiring people who are as committed to client service as they are to fostering a positive, team-driven environment.

Equal Opportunity Employer

Encore Wealth Management Group is an equal opportunity employer and welcomes applicants from all backgrounds. We are committed to building a diverse and inclusive workplace.