Jobs in the United States

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Added 47 mins ago
FI
Community Branch Manager
First Interstate Ban
Greeley, CO
- $67,870 to $105,270 USD / year
…Treasury Solutions, Merchant Services, Small Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client…
Added 3 hours ago
Senior Associate, Oracle HCM
KPMG LLP
MELVILLE, NY
…culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help…
Added 3 hours ago
Sr. Associate, Oracle Fusion Manufacturing & Quality
KPMG LLP
NEW YORK, NY
…culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help…
Added 5 hours ago
KL
Senior Associate, Oracle HCM
KPMG LLP
Minneapolis, MN
- $11.41 USD / hour
…culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help…
Added 7 hours ago
Senior Associate, Okta Identity Governance Enginee
KPMG LLP
Jackson, MS
Added 7 hours ago
Client Service Associate
Bill Good Marketing
Prairie Village, KS
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow…
Added 7 hours ago
BG
Client Experience Associate
Bill Good Marketing
Atlanta, GA
- $50,000 to $60,000 USD / year
Most client-facing roles ask you to answer phones and keep a calendar. This one asks you to own an experience. At finoBlue, the client relationship is the product, and this role is at the…
Added 7 hours ago
BG
Client Service Associate - Fouts Law Group
Bill Good Marketing
Woodstock, GA
- $37,440 to $52,000 USD / year
We're hiring a Client Service Associate to replace a team member who is retiring. You'll keep the engine running so the advisor can stay focused on clients.
Added 9 hours ago
Wealth Advisor, Portfolio Manager
Bartlett Wealth Management
Remote, United States
Bartlett manages over $10.25 billion in assets and has offices in three cities, with a total of 88 employees. Wealth management at Bartlett is a team approach to providing customized…
Added 9 hours ago
Director, Client Services (Wealth Management)
Bartlett Wealth Management
Remote, United States
The Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high-quality service across all offices. This role oversees staff performance,…
Added 9 hours ago
Client Relationship Associate
Bartlett Wealth Management
Remote, United States
The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm…
Added 9 hours ago
Wealth Management Co-op 2027
Bartlett Wealth Management
Cincinnati, OH
The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with…
Added 9 hours ago
Client Relationship Associate
Bartlett Wealth Management
Remote, United States
This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role…
Added 9 hours ago
Investment Operations Associate
The SKG Team at Barnum Financial Group
Elmsford, NY
We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!
Added 9 hours ago
Client Service Specialist
The SKG Team at Barnum Financial Group
Elmsford, NY
We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!
Added 9 hours ago
Client Relationship Coordinator (Administrative)
The SKG Team at Barnum Financial Group
Elmsford, NY
We are a growth, result and detail-oriented wealth management and tax services team looking for an individual who is committed to long term success, achievement and helping people!
Added 9 hours ago
K
Deputy Project Quality Manager-Kiewit Nuclear Solutions-ID
Kiewit
Aiken, SC
- $134,000 to $140,000 USD / year
…(PQM) is responsible for the development, implementation, and management of a contract-specific Project Quality Plan (PQP) and all other quality related functions necessary to deliver the…
Added 11 hours ago
Consumer Banker II (Harbor Sq)
First Financial Bank
Celina, OH
…existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such…
Added 11 hours ago
Wealth Advisor III (Canton)
First Financial Bank
Canton, OH
…interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for…
Added 11 hours ago
Senior Associate, Oracle HCM
KPMG LLP
Cincinnati, OH
…culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help…
Added 13 hours ago
JG
Client Service Coordinator
Jambalaya Group
Rochester, MN
- $28 to $38 USD / hour
Client Service Coordinator – Potential Path to Associate Financial Advisor
Added 13 hours ago
JG
Associate Financial Advisor
Jambalaya Group
Bellevue, WA
- $100,000 to $125,000 USD / year
Allegiance Wealth Management is seeking a relationship-oriented Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. This role is…
Added 13 hours ago
JG
Part-Time Administrative Assistant
Jambalaya Group
Plymouth, MN
- $21 to $26 USD / hour
- Part-time
As the first point of contact for clients, this position plays a critical role in delivering an exceptional client experience and supporting the daily operations of a busy wealth management…
Added 13 hours ago
Senior Wealth Management Associate / Concierge Team Lead
Jambalaya Group
Louisville, KY
A growing, multi-location private wealth management practice is seeking an experienced wealthmanagement professional to serve as a senior member and potential anchor of its concierge team.…
Added 13 hours ago
Senior Wealth Management Associate / Concierge Team Lead
Jambalaya Group
Dayton, OH
A growing, multi-location private wealth management practice is seeking an experienced wealthmanagement professional to serve as a senior member and potential anchor of its concierge team.…

Jambalaya Group

Client Service Coordinator

Rochester, MN, United States

$28 to $38 USD / hour

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Job details

Pay: $28 to $38 USD / hour
Posting language: English
Posted: Aug 27, 2026

Original job description

Client Service Coordinator – Potential Path to Associate Financial Advisor Rochester, MN | Full-Time | In Office Build Your Career in Financial Services Are you looking for an opportunity to build a long-term career in financial services while developing strong client service and practice operations skills? Dennis Bussian, an Ameriprise Financial Services Advisor in Rochester, MN, is seeking a Client Service Coordinator to join our team. This role is primarily focused on providing exceptional client service, supporting practice operations, and helping ensure a positive experience for our clients. For the right individual, this position may also provide an opportunity to develop toward an Associate Financial Advisor role over time. As you gain experience, demonstrate strong performance, and develop an interest in financial planning and advising, there may be opportunities to take on additional responsibilities and pursue industry licensing. We are looking for someone who is interested in building a career with our practice and who is open to growing their responsibilities over time. The initial focus of this role is client service and practice support, with the potential for the position to evolve based on the individual's interests, performance, experience, and the needs of the practice. What You'll Do

Serve as a trusted point of contact for clients and provide an exceptional client experience.
Assist clients with account service needs, paperwork, and financial planning-related requests.
Prepare materials for client meetings and assist with follow-up activities.
Maintain accurate client records and documentation.
Learn and utilize Ameriprise technology, including CRM, Client Viewer, MoneyGuide, and other practice tools.
Support day-to-day practice operations and workflow.
Coordinate with advisors and team members to ensure client needs are handled accurately and efficiently.
Develop a strong understanding of the client experience and financial planning process.
As appropriate, gain exposure to advisor responsibilities and financial planning activities.
Take on additional responsibilities as skills, experience, and interests develop.

Potential Career Development While the primary responsibility of this position is client service, we recognize that talented individuals may have the potential and interest to grow into additional roles within the practice.

Over time, you may have the opportunity to:

Gain exposure to financial planning and wealth management.
Participate in client meetings and learn more about the advisor process.
Develop an understanding of investment products, financial planning strategies, and practice operations.
Build deeper relationships with clients and understand their financial goals.
Pursue industry licensing, including securities and insurance licenses, with support from the practice.
Take on additional responsibilities related to financial planning and client relationships.
Potentially progress toward an Associate Financial Advisor role based on performance, experience, demonstrated interest, and business needs.

This is not a guaranteed advisor track or a role that requires an immediate transition into advising. We are primarily seeking a strong Client Service Coordinator who is interested in the possibility of expanding their responsibilities and career within the practice over time.

What We're Looking For

Bachelor's degree in Business, Finance, Economics, Communications, or a related field preferred.
Strong interest in building a long-term career in financial services.
Excellent communication and relationship-building skills.
Strong organization, attention to detail, and ability to manage multiple priorities.
Professional presence and commitment to providing exceptional client service.
Curiosity, coachability, and willingness to learn.
Ability to work effectively as part of a collaborative team.
Interest in learning about financial planning and wealth management.
Willingness to pursue industry licensing if the role develops toward additional advisor responsibilities.

Previous financial services experience is helpful but not required. We are interested in candidates who are dependable, motivated, client-focused, and interested in developing their careers over the long term. Why Join Our Team? This is an opportunity to join a growing financial practice where your contributions will have a direct impact on the client experience and the success of the team. You will receive hands-on training, mentorship, and exposure to the day-to-day operations of a financial practice. As you gain experience, there may be opportunities to expand your responsibilities and explore different career paths within the practice, including a potential transition toward an Associate Financial Advisor role. Whether your long-term interests remain focused on client service and practice operations or develop toward financial advising, we want to invest in someone who is interested in growing with the team. About the Opportunity This position offers the opportunity to become an integral part of the practice and develop a strong understanding of both client service and financial services. We are looking for someone who takes pride in doing excellent work, enjoys building relationships, and wants to develop professionally. While the position is centered on client service, there is potential for the role to evolve into additional responsibilities, including an Associate Financial Advisor position, for the right individual. If you are looking for a long-term opportunity where you can contribute immediately while continuing to learn and grow, we would love to hear from you. Equal Opportunity Employer Dennis Bussian is an Equal Opportunity Employer and welcomes applicants from all backgrounds. A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

Compensation & Benefits

Competitive wage: $28.00–$38.00/hour – non-exempt, based on experience and qualifications
Paid time off
Health insurance available
Retirement benefits
Professional development and licensing support
Mentorship and career development opportunities
Monday–Friday schedule
Full-time, in-office position in Rochester, MN

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