This position completes tasks previously performed by the advisor and staff. The Client Service Specialist supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice.
The Client Service Specialist allows the advisors the assurance they need to know that their practice is being maintained and supported within Ameriprise Financial guidelines. This role provides administrative support by scheduling meetings, preparing presentations, 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 filing, copying, scanning, and/or organizing the logistics of a client events.
Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor
Position Functions:
80% Administrative Assistance
Answer phone calls for the practice and divert them as needed
Schedule and reschedule client appointments
Process incoming mail on the practice's designated days
Prepare agendas and forms for appointments
Copy and track all client and practice materials including business correspondence
Follow-up with corporate's home office on related issues
Conduct client appointment reminder calls and check-in calls on follow up items
Prepare correspondence for advisor signature
Maintain a digital filing system
Maintain multiple email inboxes
Assist the planning assistants, paraplanners, client service managers, and advisors
Perform other allowable duties as assigned by the financial advisors and staff
20% Client Care
Greet clients upon arrival and extend hospitality to clients
Set up and maintain client management system
Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
Document client communication
Track client anniversaries and make appropriate contact per established client contact model service model
Assist with planning marketing events for clients and attend the planned events after hours to facilitate admission into venues
Key traits of a successful Client Service Specialist:
Strong organizational and computer skills
Self-starter
Direct attention to detail and organization
Effective communication with clients, advisors, and staff
Effective and efficient time management
Polite and clear phone manner
Proficient with Microsoft Office Applications
Ability to multi-task
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
Positive attitude and sincere willingness to constantly learn and grow
Education:
High school degree or higher
Job Type: Full-time (M-F 9:00 am to 5:00 pm)
Pay: Base salary range of $45,000 to $55,000 per year with potential for quarterly performance-based incentives
Benefits:
Health, dental, and vision insurance
Life insurance
Disability insurance
Paid time off
Retirement plan matching
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.
Full-Time/Part-Time
Full time