Client Service Coordinator

Client Service Coordinator Walters & Associates, a Private Wealth Advisor Practice of Ameriprise Financial Location:Austin, TX Compensation:(starting at $60,000 for non-licensed candidates)$70,000–$80,000 based on licensure held and experience Are you an organized, detail-oriented professional who thrives in a fast-paced financial services environment? We are a growing private wealth advisory practice seeking aClient Service Coordinatorto support our team and deliver an exceptional experience to our clients. Key Responsibilities • Serve as the first point of contact for client phone calls and scheduling needs • Manage calendars and coordinate appointments, including advisor coaching sessions • Support onboarding of new brokerage and managed account clients • Track and process ACAT transfers and all types of money movement requests • Maintain client information and notes in CRM; manage follow-ups and task tracking • Ensure accurate trade processing, fee changes, and beneficiary updates • Monitor compliance status and support licensing/CE tracking • Handle home office communications and resolve client issues • Prepare client paperwork including ADV2 submissions, disclosures, and trusted contacts • Code deposits and enter planning data into MoneyGuide Pro • Coordinate RMDs and reporting • Package and send materials using UPS overnight account • Support client reimbursements and fee cutoffs under internal tools • Utilize systems such as Hearsay, CRM, Agenda Builder, and more Qualifications • Prior experience in a financial services or wealth advisory firm preferred • Strong organizational skills and high attention to detail • Proficiency with CRM tools and financial planning systems is a plus • Ability to manage multiple tasks and deadlines in a client-first environment • Licensure is not required but may impact compensation and future growth opportunities Compensation & Benefits • Salary Range:(starting at $60,000 for non-licensed candidates) $70,000–$80,000 based on licensure held and experience • 401(k) with Safe Harbor 3% match(eligible after one year) • Health Insurance:Employer pays 50% of insurance premiums About Us We are a dynamic, client-focused private wealth advisory practice committed to helping individuals and families navigate financial decision-making with confidence. Our team values collaboration, professional development, and delivering the highest standard of service to our clients. To Apply:Please submit your resume and a brief cover letter highlighting your relevant experience and interest in the role.