Client Service Specialist

Financial Planning Office Assistant

Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as a full-time employee of an independent advisor franchisee with a Private Wealth Financial Advisory practice of Ameriprise Financial. You will support 3 advisors and have your own assistant. The position is on site in the office Monday Thursday and remote on Fridays.

Responsibilities :

• Assist financial advisors and associate financial advisors in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.
• This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and / or performing work activities.
• This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions.
• The role will also perform other practice management tasks relating to client service as needed.
• Responds to ad hoc requests, coordinates / tracks projects and / or manages business-as-usual projects such as organizing a client appreciation 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 advisor.

Position Functions :

50% Business Management

50% Client Care

Key Traits of a Successful Client Service Associate / Manager

Education and Other Designations :

Benefits :

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.