Top 8 Client services coordinator Jobs in San Angelo, Tx

Client Service Coordinator
Workhorse Wealth —San Angelo, TX
- $19 - $22 an hour
- Email
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Disability insurance
Quick Apply
Resident Services Coordinator LVN LPN
Sagora Senior Living —San Angelo, TX
- $25.20 - $29.24 an hour
- Weekends as needed
- Nursing
- LVN
- Mid-level
- Health savings account
- Paid holidays
Quick Apply

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Resident Services Coordinator LVN LPN
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Client Service Coordinator

Workhorse Wealth
San Angelo, TX

Quick Apply

Job Details

Full-time
$19 - $22 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Paid time off
Life insurance
Retirement plan

Qualifications

Microsoft Excel
Microsoft Outlook
Filing
Administrative experience

Full Job Description

Workhorse Wealth – San Angelo, TX – an Ameriprise Financial advisory practice is seeking a fulltime Client Service Coordinator to join our innovative and dynamic team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations so they can achieve financial goals and simplify their financial lives.

Job Purpose:

Serve as a Client Service Coordinator providing exceptionally friendly, helpful, premium service to our clients and assist the team in managing and organizing office workflow.

Key Responsibilities:

Client Service

Greet clients and visitors with a warm and professional demeanor
Field incoming calls/texts/emails and direct to the appropriate team member as needed
Preschedule, schedule, and confirm client appointments, reschedule appointments as needed
Balance competing scheduling priorities across multiple team members
Field incoming prospect inquiries
Assist with onboarding of new clients
Assist with meeting preparation and follow up
Create applications, process new business, and assist with client signature
Process incoming mail and checks
Generate invoices and track financial planning fees
Assist with client touchpoints
Assist with special projects
Mainatin accurate and complete information in CRM records
Serve as a Notary Public

Business Operations

Maintain day-to-day cleanliness of common areas and replenish supplies as needed
Assist with internet and phone outages, system resets, and physical hardware needs
Provide assistance with copying, scanning, and filing documents and client data
Keep work methods and procedures up-to-date and compliant
Plan and prioritize daily work schedule using CRM task list and shared Outlook Calendar
Perform other allowable duties as assigned by the Ops Specialist

Marketing

Plan, purchase, prepare, and deliver/ship marketing gifts for clients
Manage sponsorship opportunities
Maintain Marketing on Demand campaigns, advisor websites, and Go Social platforms

Qualifications:

Associate degree or higher
1-2 years of administrative or client service experience
Experience in financial services is a plus, but not required
Pleasant, professional and friendly manner with excellent interpersonal skills
Strong team player
Highly organized and accurate
Significant attention to detail
Proven analytical and independent problem-solving skills
Highly proficient in Microsoft office including PowerPoint, Excel, Word and Outlook
Experience with Salesforce preferred
Excellent written and verbal communication skills
Ability to handle multiple responsibilities
Commitment to lifelong learning with ongoing professional development
Ability to pivot between multiple computer applications with ease and confidence
High degree of integrity, honesty, commitment, and trust

Physical Demands:

Ability to handle significant levels of varied stresses, particularly mental stresses and fatigue.
Operate in a fast-paced, highly regulated, and ever-changing environment.
No significant physical demands other than the endurance required for the fast pace and stresses.

Work Environment:

Typical office setting similar to a bank, insurance business, accounting firm, law firm, or other professional office.
No unusual or significant hazards; reasonable accommodations can usually be made.

Salary and Benefits:

$19-$22 per hour, depending on experience
Health insurance and short-term disability, long-term disability also available
Group term life insurance
Simple IRA with employer match
Paid time off and paid holidays

How to Apply:

Please submit the following for consideration– send an email to [email protected]:

Cover letter
Resume

We are an Equal Opportunity Employer.

Job Type: Full-time

Pay: $19.00 - $22.00 per hour

Benefits:

Health insurance
Life insurance
Paid time off
Retirement plan

Ability to Relocate:

San Angelo, TX 76903: Relocate before starting work (Required)

Work Location: In person

Quick Apply

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client services coordinator jobs in san angelo, tx

Client Service Coordinator

Resident Services Coordinator LVN LPN

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