Client Service Coordinator

We’re Hiring:
Client Service Coordinator – Harrisonburg, VA

Way Mont Wealth Advisors – In-Person – Full-Time

Way Mont 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.

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.

• Full-time (40 hours/week)
• Office hours: 8:30 AM – 4:30 PM
• In-person, Monday–Friday

• 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

• 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

• Status: Full-time, non-exempt
• Compensation: $ - 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

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.

Way Mont Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.