




We are seeking a talented individual who will step into an instrumental role by providing client relationship support by deepening existing client relationships and providing exceptional service with proactive communication.
Key Responsibilities:
Greet clients upon arrival and extend hospitality to clients
Call clients or prospects to set up meetings or appointments
Prepare agendas and forms for appointments
Complete client summary letters following client meetings
Conduct client appointment reminder calls and check-in calls on follow up items
Coordinate client appreciation events for the practice
Answer incoming calls to the office
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Maintain and order office supplies
Perform other allowable duties as assigned by the financial advisor
Key Traits of a successful Client Service Associate:
Very strong attention to detail
Strong organizational and computer skills
Strong work ethic and the highest level of professionalism
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to support and provide guidance for compliance within the advisor's practice
Positive attitude and sincere willingness to constantly learn and grow
Education and other requirements:
Associate degree or higher
3+ years of similar experience
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.
This position is with an Ameriprise Financial Franchise owner.
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.
Base Pay Salary
The estimated base salary for this role is $48,000 - $65,000 / yearFull-Time/Part-Time
Full time