Integrate Wealth Management · 17 hours ago
Client Service Coordinator
Edina, MN
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $65K/yrIntegrate Wealth Management is a private wealth advisory practice of Ameriprise Financial LLC, seeking a Client Service Coordinator to enhance client experiences. The role involves providing critical administrative and operational support to ensure smooth practice operations and compliance with regulations.
Responsibilities
Serve as the go-to resource for scheduling client meetings, preparing agendas, and managing follow-up communications
Create and organize presentations, correspondence, and client materials
Coordinate projects, client appreciation events, and seminars
Maintain client records and ensure compliance with regulatory requirements
Provide a welcoming experience for clients—both in person and over the phone
Support advisors and team members with day-to-day operations and special initiatives
Qualification
Required
Strong organizational skills and attention to detail
Excellent communication—both written and verbal
Ability to manage multiple priorities and work efficiently
Proficiency with technology and willingness to learn new systems
Positive attitude and a mindset focused on learning and growth
Preferred
Previous experience in financial services or a client-facing role is a plus
Benefits
50% medical, dental and vision coverage paid
Flexible PTO
401k Match
Company
Integrate Wealth Management
The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase