Client Service Coordinator / Marketing Coordinator

Job Description

Job Description

Benefits :

• 401(k) matching
• Bonus based on performance
• Flexible schedule
• Health insurance
• Paid time off
• Training & development

Holewinski & Associates a Private Wealth advisory practice of Ameriprise Financial, LLC. is seeking a Client Service Coordinator / Marketing Coordinator to join our innovative and dynamic team. Are you interested in having fun while we help people feel confident about their financial future, by providing comprehensive financial planning and investment consulting to families, individuals and businesses to help achieve their financial goals and simplify their financial lives? Then apply today!

Responsibilities :

Schedule client meetings

Confirm meeting by text and email

Manage calendars for advisors

Assist in client data meeting prep

Distribute mail and scan checks

Answer and direct incoming calls

Assist in proofing and sending letters

Copying, scanning, and electronic filing

Planning client events

Following up with prospects from each event

Posting on Facebook and LinkedIn

Qualifications :

Pleasant, professional and friendly with excellent interpersonal skills

Sense of humor and ability to have fun is a must

Highly organized, accurate and attention to detail

Analytical in independent problem-solving skills

Highly proficient in Microsoft office including Word, Excel, PowerPoint and Outlook

Experience in Salesforce is a bonus

Excellent written and verbal skills

Ability to handle multiple responsibilities

Strong personal and business ethic and integrity is a must

Desire to grow and learn within the practice