Client Service Associate

Client Service Associate

A fast-growing independent wealth management firm serving individuals, families, and their businesses for over years is currently seeking an experienced Client Service Associate to join our growing and ever evolving team in our location. 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 :

Education and other requirements :

Compensation : Negotiable, depending on 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.