Client Service Coordinator

Client Service Coordinator
ArchPoint Wealth Advisors, a Private Wealth Advisor Practice of Ameriprise Financial
Location: Austin, TX
Compensation: $60,000–$80,000 annually

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 a Client Service Coordinator to 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


• 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: $60,000–$80,000 (exempt) based on experience and licensure (starting at $60,000 for non-licensed candidates)


• 
  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.

Equal opportunity Employer
ArchPoint Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.