Client Service Associate

Step into an instrumental role in a Private Wealth Advisory firm that offers a full range of financial planning services. This position has a key role in coordinating communications to and from our clients and supporting the work of our advisory team. Role requires being on-site 4-5 days/week.
Position Functions:

• Schedule client appointments and prepare agendas/ forms for appointments
• Maintain client contact management system & generate reports
• Conduct client appointment reminder calls and check-in calls on follow up items
• Greet and extend hospitality to clients upon arrival at office
• Document client contacts/calls
• Administer ongoing systematic marketing communications to clients/prospects
• Support the coordination of client appreciation and marketing events
• Respond to basic level inquiries from clients via phone or email

Key Traits / Knowledge to be successful in this position:

• Strong organizational and computer skills
• Attention to detail and organization
• Effective time management
• Polite and clear phone manner
• Positive attitude and willingness to constantly learn and grow
• Team player who can be flexible working in a small office environment
• Experience with Microsoft Office suite (Outlook, Word, Excel, PowerPoint) is helpful
• Familiarity with Salesforce CRM software is a major plus
• Strong interest or past experience in the retail financial services industry a plus

Commitments / Rewards

• Weekly commitment of 30-40 hours
• Annual compensation range: $45,000-$55,000 commensurate with experience and skills

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