Client Service Coordinator

Job Description

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

Compensation & Benefits

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.