Client Service Specialist

Job Description

Step into an instrumental team role helping to conduct the smooth operation of an agile, friendly, and professional financial planning office, working as a full-time team member of an independent advisor franchisee of Ameriprise Financial in a strong team atmosphere.

Assist wealth advisors in managing and organizing office workflow with an emphasis on creating and delivering a high quality, unique client experience. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when performing work activities and working with clients.

This role provides client relationship support through direct interaction with clients to ensure accurate processing of business and as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed.

Employee Benefits:
Competitive pay
Vacation Pay
Retirement savings plan match
Health benefits

Responsibilities

Position Functions:

Client Care

• Answer questions and provide readily available information to clients, if requested, and as allowable, as it relates to servicing accounts

• Onboarding specialist for new clients

• Work with internal corporate partners to ensure accurate account setup and resolve client issues

• Maintain ongoing client contact to provide exceptional client service

• Manage and resolve client service problems

• Prepare charts, graphs, tables, and other visual aids to be used in implementation meetings with clients

• Conduct transactions on behalf of clients as directed by the wealth advisor

• Review and update client information as needed for client review meetings

• Process follow up tasks for clients after the client review meeting has been completed

• Perform other allowable duties as assigned by the team

Required Qualifications

Key Traits of a Successful Client Service Manager:

• Direct attention to detail, organization, and follow through
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Attentive listening skills
• Ability to adhere to rules and regulations as required by advisor, Ameriprise Financial and FINRA
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude, sincere willingness to constantly learn and grow, and heart of compassion

Education and Other Designations - Preferred:

• College degree or significant similar work experience

• Experience with Microsoft Office Suite

• Financial services experience

About Our Company

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.