Client Service Coordinator

Job Summary
Marblestone Wealth is seeking a motivated and detail-oriented Client Service Coordinator to join our dynamic team. You will be the first point of contact for our clients, ensuring their needs are met while fostering strong relationships. This role is the glue that holds Marblestone together, with responsibilities that include client service, scheduling client meetings, and marketing support. The ideal candidate will be detail oriented, organized, and enjoys making meaningful connections.

Responsibilities

• Greet families as they come into the office.
• Ensure we run a smooth process meeting with our families, scheduling meetings and resolving issues promptly.
• Manage calendars for all Advisors and team members.
• Answer phones, provide information to callers, route calls to the appropriate person, and service clients.
• Assist in project management tasks to ensure timely delivery of services.
• Communicate effectively with clients to gather feedback and implement improvements.
• Manages the reception area to maintain a professional image.
• Assist in preparing for team meetings
• Support marketing and growth initiatives, as needed

Experience

• Excellent communication skills, both verbal and written, with the ability to convey complex information clearly.
• Experience working in collaborative environments and the ability to manage multiple tasks efficiently.
• A proactive approach to problem-solving and the ability to analyze data for informed decision-making.
• Marketing, social media management, and/or design experience is a plus.

Join us as we strive to deliver exceptional experiences to our clients while growing your career in a supportive environment.

Job Type: Full-time

Pay: $21.00 - $24.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) 4% Match
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Compensation Package:

• Performance bonus

Schedule:

• 8-hour shift
• Day shift
• Monday to Friday

Ability to Commute:

• Colchester, VT 05446 (Required)

Ability to Relocate:

• Commutable distance to our office in Colchester, VT 05446 (Required)

Work Location: In person

Marblestone LinkedIn: (4) Marblestone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC: Posts | LinkedIn

Marblestone Website: Marblestone Wealth - Colchester, VT: Ameriprise