Client Service Coordinator

Company: Ameriprise Financial - Virginia
Location: Harrisonburg
Posted on: February 18, 2026

Job Description:

Job Description Job Description We’re Hiring: Client Service Coordinator – Harrisonburg, VA WayMont Wealth Advisors – In-Person – Full-Time About Us WayMont Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, is a client-focused financial wealth management practice dedicated to helping individuals and families achieve their financial goals. Our advisors and client service team are committed to delivering a high-touch, personalized experience, and we are seeking a Client Service Coordinator to join our close-knit team. Position Overview We are seeking a highly organized, personable, and reliable Client Service Coordinator to manage front-office responsibilities and provide day-to-day support to our advisor and team. This is a fully in-office, client-facing role , serving as the first point of contact for clients and playing a critical role in creating a welcoming, professional office environment. Schedule: Full-time (40 hours/week) Office hours: 8:30 AM – 4:30 PM In-person, Monday–Friday Key Responsibilities Greet clients and visitors in a warm, professional manner Answer, screen, and direct incoming phone calls Manage calendars and assist with scheduling client meetings Support meeting preparation and follow-up Process paperwork, forms, and client check deposits Triage emails and phone calls for the advisor Provide administrative and operational support to the advisor and team Potential opportunity to assist with light marketing or social media support, if desired Qualifications Prior administrative, receptionist, or client service experience preferred, but not required for the right candidate Strong communication and interpersonal skills Ability to multitask, stay organized, and manage priorities in a professional office environment Proficiency with Microsoft Office and general office systems Professional, dependable, and client-focused demeanor Compensation & Benefits Status: Full-time, non-exempt Compensation: $19.00-24.00 - depending on experience Benefits may include: Health insurance (approximately 50% of employee premium covered; family coverage paid by employee) 401(k) retirement plan Paid time off: 1 week in the first year, increasing with tenure Paid holidays How to Apply If you are dependable, detail-oriented, and excited to support clients and advisors in a professional financial services environment, we encourage you to apply. Please submit your resume and a brief cover letter outlining your interest in the role and relevant experience. Equal Opportunity Employer WayMont Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

Keywords: Ameriprise Financial - Virginia, Chantilly , Client Service Coordinator, Administration, Clerical , Harrisonburg, Virginia