Client Service Coordinator · Bengaluru

Ameriprise Financial is a leading global financial services firm providing comprehensive wealth management and financial planning solutions.

Key Responsibilities

• Serve as the primary point of contact for day-to-day client requests and inquiries.
• Coordinate smooth client onboarding processes and verify required documentation.
• Maintain detailed client interaction logs and account information in the CRM system.
• Liaise between clients, financial advisors, and internal operations teams.
• Assist in preparing client account statements, reports, and portfolio reviews.
• Investigate and resolve service-related issues, escalating complex matters when necessary.
• Ensure adherence to financial industry regulations and firm compliance policies.
• Process client operational requests including fund transfers and account maintenance.
• Schedule and organize client review meetings and financial advisory sessions.
• Track client service requests to ensure timely resolution and high satisfaction.
• Identify process improvements to enhance service quality and efficiency.
• Deliver administrative and operational support to the broader wealth management team.