Description
Legacy Capital is looking for an experienced Client Service Coordinator. We are a Forbes Best in State Team and an Independent Private Wealth Advisory practice of Ameriprise Financial. We have locations in Maryland and North Carolina with 17 Advisors and 16 operations team members today. We are looking to add another talented operations team member. We have a very positive and collaborative work environment aligned with our core values of family, integrity, education, excellence and results. We are looking for the best fit for our culture that can step in and apply their knowledge right away to help support our advisors in providing the best client experience we can.Position Functions:
• Account openings and transitions, asset transfers, beneficiary updates, client profile updates
• Lead processor for team wide estate settlement cases
• Ensure accurate account setup and resolve issues
• Follow-up as needed to ensure prompt completion of post-meeting action items
Key Traits for success in the role:
• Keen attention to detail
• Takes initiative to see tasks through to completion
• Effective & polite communication with clients and team members
• Efficient time management & ability to multi-task
• Polite and clear phone manner
• Consistent adherence to trained policies/regulations as required by Legacy Capital & Ameriprise Financial
• Positive attitude and genuine willingness to learn and grow
Education & other credentials:
• College degree or higher
• 3+ years of similar experience (customer service/support & business processing, preferably within the wealth
management and finance industry)
Compensation Package:
• Starting base salary range of $70,000-$80,000 reviewed on an annual basis
• Two tier bonus structure earning between 5-9% of base salary, consisting of team level metrics and role-based performance metrics
• 401(k) entry at 6 months employment, fully vested immediately, 100% match up to 3% deferral
• Group benefits: Principal DI policy along with a 10 year $50k death benefit Life Insurance policy
• Health/Medical Insurance monthly stipend up to $350 maximum towards personal policy premium
• Annual PTO schedule below + two flex days and all corporate holidays:
First year: 3 weeks
Years 2-4: 4 weeks
Years 5+: 5 weeks
Base Pay Salary
The salary will be $70,000-$80,000/ yearFull-Time/Part-Time
Full timeClient Service Coordinator • Owings Mills, Maryland
Description The Client Services Associate provides exceptional customer support while ensuring the smooth day-to-day administration of client accounts and office operations.This role serves as th... Show more
Job Title:Experienced Staffing Coordinator “ ABA Therapy (Hybrid) Location:Pikesville, MD Schedule:Full-time Hybrid (In-Office & Remote)About Us: At STEPS, we are commi... Show more
OVERVIEWAlera Group is looking for a Office Manager / Account Coordinator.We are seeking highly motivated colleagues who bring experience and enthusiasm to our team joining us may be the perfect fi... Show more
Develop, maintain and exploit relationships with prospective and existing small and medium sized companies to stimulate and manage demand for financial products and services offered by the organiza... Show more
Tecta America East serves the Mid-Atlantic region, including Baltimore, Washington DC, and Virginia.We specialize in commercial and industrial roofing, offering new and re-roof installation, mainte... Show more
Scheduling Coordinator I (BilingualSpanish)The Scheduling Coordinator I (BilingualSpanish) will schedule new and follow-up patient appointments and perform a wide variety of administrative and fron... Show more
OverviewWork for a company that is truly making the world a happier place, one smile at a time! At Benevis, we create over a million smiles a year in the communities we serve and believe that every... Show more
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more
ComForCare Scheduling Coordinator.Benefits: 401(k), Dental insurance, Health insurance.Overview: Do you thrive on building meaningful relationships and leading with purpose? Join a team where your ... Show more
AnnuallyLocation : Catonsville, MDJob Type: Full-Time StaffJob Number: 2025-115Division: InstructionDepartment: Operations DeanOpening Date: 10/22/2025Class DescriptionThe purpose of this position ... Show more
Position Summary Are you a delivery-focused tax leader who thrives on individual tax compliance? Do you bring strong risk and quality controls, operational rigor, and the ability to interact with ... Show more
Position Overview About Us: At Athletico, we believe in the power of support - because a little help can lead to extraordinary achievements.Physical therapy isn't just about recovery; it's about ... Show more
Account Coordinator Employee Benefits.At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefi... Show more
Sciens Building Solutions seeks a Service Coordinator responsible for interacting with existing and potential customers to ensure customer satisfaction and a positive company image.The Service Coor... Show more
Client Services Executive - Northeast** **Why WWT?** At World Wide Technology, we work together to make a new world happen.Our important work benefits our clients and partners as much as it does ... Show more
Homewatch CareGivers of Ellicott City and Annapolis Maryland.We help people of every age live safely and happily at home.Our award-winning caregivers deliver compassionate, personalized supportand ... Show more
Job TypeFull-timeDescriptionPOSITION TITLE:Account CoordinatorTEAM:Client ServicesREPORTS TO: Director of Client ServicesLOCATION: Corporate HeadquartersFLSA Classification: Hourly, Non -ExemptABOU... Show more
Holland & Sherry Owings Mills, MD | On-Site | MondayFriday, 8:45 AM5:30 PM | Reports to the Purchasing Manager.Excellent with verbal and written communication.Organized, punctual and personable.Wil... Show more
Renewal by Andersen has an exciting opportunity for a Sales Support Coordinator to join our Capital region team!.This role will provide sales operational support for our sales team, working cross-f... Show more
The Area Coordinator (AC) is a full time live-in professional staff member reporting directly to the Associate Director Residence Life and Housing and responsible for direct supervision of student ... Show more
