Client Service Specialist

Job Description

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly— financial planning office. Work as an employee of ClearCourse Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services® LLC.

The perfect candidate for this position will have previous work experience in the financial industry and /or a basic knowledge of investment, insurance, and annuity products. The Client Service Specialist supports the many different tasks for which the advisor is responsible, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The Client Service Specialist allows the advisor the assurance that the practice is being maintained and supported within Ameriprise Financial guidelines.

This role provides administrative support by scheduling meetings, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as scanning, copying, and/or organizing the logistics of a client event. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the team.

Position Information:
Payrate: $35,000 - $55,000 commensurate with experience
Benefits: Paid sick, vacation, holidays after 90 days and 401k eligibility after one-year of service

Responsibilities

Position Functions:

Administrative assistance 70%

• Prepare correspondence for advisor signature.
• Copy and track all client and practice materials including business correspondence.
• Copy and follow-up with home office on related issues.
• Schedule client appointments and prepare agendas/ forms for appointments.
• Conduct client appointment reminder calls and check-in calls on follow up items.
• Assist the planning assistant, paraplanner, associate financial advisors and advisors.
• Perform other allowable duties as assigned by the financial advisors.

Client care 30%

• Greet clients upon arrival and extend hospitality to clients.

• Set up and maintain client management system.

• Write email or letters to clients and administer client appreciation.

• Answering and documenting client contacts/calls

• Track client special events and make appropriate contact per established client contact model.

Required Qualifications

Key Traits of a Successful Administrative Assistant:

• Attention to detail and organization..
• Positive attitude and sincere willingness to constantly learn and grow.
• Excellent communication skills for interaction with clients/advisors/staff
• Strong organizational and computer skills
• Effective and efficient time management
• Polite and clear phone manner
• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise.
• Ability to support and provide guidance for compliance within the advisor’s practice.

Education and Other Designations:

• College degree or equivalent work experience. Preference given to those candidates who hold Ohio Insurance License and/or FINRA Series 6 or Series 7.

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.