Morgan Wealth Advisory Group, a Private Wealth Advisor Practice of Ameriprise Financial is seeking a Client Service Coordinator to serve as the "Director of First Impressions" while ensuring seamless operations and outstanding service for our clients. This role requires someone who is outgoing and highly organized with a knack for making lasting first impressions.
Key Responsibilities

• Welcome clients warmly and manage appointment scheduling, reminders, and confirmations.
• Assist with meeting preparation, follow-up, and resolving client inquiries.
• Handle money movements and oversee team email and text communications.

• Coordinate client communications, events, and marketing initiatives.
• Help plan and execute memorable "Wow" client experiences.

• Maintain organized client files, records, and office supplies.
• Process client correspondence, mail, and the check log system.

• A warm, engaging personality with the ability to build instant rapport.
• Exceptional organizational skills and the ability to manage multiple priorities.
• A proactive, problem-solving mindset with keen attention to detail.
• Strong communication skills and confidence in client-facing interactions.
• Proficiency in Microsoft Office and CRM software (preferred).
• Associate or bachelor's degree

• $22.50-$24.00 per hour
• 401k with a match
• Three weeks of PTO accrued over the year
• Nine paid holidays
• Health insurance benefits with up to $250 towards premiums
• Short and long-term disability

• Become the face of a dynamic, client-focused practice where your contributions truly matter.
• Collaborate with a supportive team dedicated to excellence, integrity, and delivering memorable client experiences.
• Enjoy opportunities to grow professionally while working in a welcoming and professional environment.