Overview
Client Service Coordinator Jobs in Troy, MI at Ameriprise Financial | SkyPointe Advisors
Job Overview
We are seeking a dynamic and highly organized Client Service Coordinator to join our team! In this vital role, you will serve as one of the primary points of contact for clients, ensuring their needs are met with professionalism and efficiency. Your energetic approach will help foster positive relationships, streamline office operations, and support overall client satisfaction. This position offers an exciting opportunity to utilize your excellent communication skills, technical proficiency, and organizational expertise to make a meaningful impact every day.
Responsibilities
- Manage incoming calls, providing friendly and professional customer support while handling inquiries appropriately
- Coordinate client appointments, meetings, and calendar management with precision and timeliness
- Maintain accurate records through data entry, filing, and updating spreadsheets using productivity software SalesForce
- Handle front desk duties including greeting visitors, managing office supplies, and ensuring a welcoming environment
- Support office management tasks such as organizing documents, proofreading correspondence, and maintaining filing systems
- Assist with client communication via email and phone, ensuring clarity, professionalism, and timely follow-up
- Perform clerical tasks including typing reports, processing invoices, and supporting administrative projects to enhance overall office productivity
- Executive Assistant to owner – personal matters (typically scheduling and research)
Experience
- Proven experience in an office environment with strong clerical and administrative skills
- Demonstrated customer service expertise with excellent phone etiquette and client communication abilities
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) along with familiarity with spreadsheets and data entry tools
- Experience using Salesforce or similar accounting software is preferred
- Strong organizational skills with the ability to multitask efficiently in a fast-paced setting
- Prior experience required
Join us to be part of a vibrant team dedicated to delivering exceptional service! Your enthusiasm for organization, technical savvy, and commitment to client satisfaction will help us create a positive experience for every visitor and customer. We value proactive professionals eager to grow their career while making a difference in our community!
Pay: $20.00 – $40.00 per hour
Expected hours: 40.0 per week
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
Work Location: In person
Title: Client Service Coordinator
Company: Ameriprise Financial | SkyPointe Advisors
Location: Troy, MI
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