Client Service Specialist

Overview

Step into an instrumental role in 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.
• Maintain high standards of business and professional ethics and legal and regulatory requirements when dealing with others and / or performing work activities.
• Provide client relationship support through interacting directly with clients to ensure accurate account set up and serve as a liaison to answer client questions.
• Perform other practice management tasks relating to client service as needed.
• Respond to ad hoc requests, coordinate / tracks projects and / or manage 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 may include other duties as assigned by the advisor.

Position Functions

Work with home office to ensure accurate account setup and resolve issues.

Set up and maintain client management system.

Qualifications and Requirements

Benefits

Equal Opportunity 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.

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