Wealth Management Specialist, Sr. jobs in Abilene, TX

Workhorse Wealth – San Angelo, TX – an Ameriprise Financial advisory practice is seeking a fulltime Client Service Coordinator to join our innovative and dynamic team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations so they can achieve financial goals and simplify their financial lives.

Job Purpose:

Serve as a Client Service Coordinator providing exceptionally friendly, helpful, high-quality service to our clients and help the practice in managing and organizing office workflow.

Responsibilities:

· Greet clients with a warm and professional demeanor

· Field incoming calls/texts and direct to the appropriate team member

· Assist with basic client service

· Preschedule, schedule, and confirm client appointments, reschedule appointments as needed

· Assist with onboarding of new clients

· Assist with meeting preparation and follow up

· Create applications and process new business

· Generate invoices and track financial planning fees

· Process incoming mail and funds

· Update client suitability

· Upload documents and notes to client relationship manager tool

· Monitor integrity and compliance of client file management

· Provide assistance with copying, scanning, and filing documents

· Manage physical office and replenish supplies as needed

· Assist with client touchpoints

· Marketing – purchase, prepare and assist with gift delivery

· Assist with special projects

Qualifications:

• Associate degree or higher
• 3 years of similar work experience in a professional office environment, preferably in the financial services industry
• Pleasant, professional and friendly manner with excellent interpersonal skills
• Strong team player
• Highly organized and accurate
• Significant attention to detail
• Proven analytical and independent problem-solving skills
• Highly proficient in Microsoft office including PowerPoint, Excel, Word and Outlook
• Experience with Salesforce preferred
• Excellent written and verbal communication skills
• Ability to handle multiple responsibilities
• Commitment to lifelong learning with ongoing professional development
• Ability to pivot between multiple computer programs with ease and confidence
• High degree of integrity, honesty, commitment, and trust

Physical Demands:

• Ability to handle significant levels of varied stresses, particularly mental stresses and fatigue.
• Operate in a fast-paced, highly regulated, and ever-changing environment.
• No significant physical demands other than the endurance required for the fast pace and stresses.

Work Environment:

• Typical office setting similar to a bank, insurance business, accounting firm, law firm, or other professional office.
• No unusual or significant hazards; reasonable accommodations can usually be made.

Salary and Benefits:

• $19-$22 per hour, depending on experience
• Health insurance, Simple IRA, and paid time off

How to Apply:

Please submit the following for consideration– send an email to workhorsewealth@ampf.com:

• Cover letter
• Resume

We are an Equal Opportunity Employer.

Job Type: Full-time

Pay: $19.00 - $22.00 per hour

Expected hours: 40 per week

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• San Angelo, TX 76903: Relocate before starting work (Required)

Work Location: In person