Client Service Coordinator - (White Plains, NY)

Client Service Coordinator Job DescriptionVerita Wealth Advisory Group - Ameriprise Financial - White Plains, NYAs a Client Service Coordinator, you will work with a small team of financial advisors and staff to help provide outstanding service to our clients. You will assist in managing and organizing office work flow with an emphasis on creating and delivering a unique client background that defines and differentiates our practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory qualifications when dealing with others and/or performing work activities.This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed.