Client Services Coordinator

4 weeks ago


St Cloud, United States Dahl Consulting Full time

Title: Client Services Manager

Salary: $45k-$75k DOE & licensing

Location: St. Cloud, MN



What you will do as the Client Services Manager:

  • Coordinate advisor workflow and receive advisor work requests
  • Review the appointment schedule with an advisor and gather or prepare any additional materials needed or requested by the advisor
  • Complete work requests and serve as the advisor’s workflow liaison with other staff
  • Handle service calls from clients, corporate offices, or other professionals
  • Record all client communication and interaction in the Contact Manager
  • Complete client investment transactions as directed by an advisor
  • Resolve client issues
  • Complete forms and applications following client appointments
  • Submit all new business applications and checks to the corporate office in a timely manner according to Proviant Group procedures



What you will bring to the role as the Client Services Manager:

  • High school diploma
  • Working knowledge of basic computing
  • Proficient in Microsoft Word, Microsoft Excel, and Microsoft Outlook
  • Working knowledge of Ameriprise Technology Applications, including - Thomson Financial, Morningstar/Advisor Workstation, Advisor Compass, Contact Manager, Status Manager, etc.
  • Ability to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs
  • Ability to maintain client and business confidentiality



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