Client Service Associate / Executive Assistant (Rh01)

Position title:Client Service Associate/Executive Assistant

Position Summary:

Ameriprise—San Diego, CA—As a Client Service Associate, you will directly support the daily business operations of a growing Private Wealth Advisory practice based in San Diego through calendar management, direct Client Service, meeting management, and collaborative projects. All projects assigned will help drive practice growth and foster a vibrant, immersive client experience to high net-worth families, individuals, and organizations.

With an enthusiastic yet methodical approach to Client Service, business processing, and office management you seamlessly and strategically engage with both the client-facing sector of the business and the business processing components of private wealth management and financial planning.

What you’ll do:

· Track client onboarding process and new client experience, incorporating both in-person and digital components

· Serve as the first point of contact for client support through e-mail, phone, and in-person visits

· Create applications and process new business

· Assign and delegate tasks to staff and track tasks through execution

· Assist team in managing office facilities

· Manage office and advisor calendars & assist with scheduling

· Maintain compliant records, office reporting requirements, and business correspondence

· Ad hoc projects as assigned

· Provide administrative and operational support to the CEO and practice

Where you’ll go:

· Opportunities for career advancement in management or advisory roles

· Ability to pursue licensing training and/or professional designation programs

How you’ll be effective:

· Your interpersonal skills are excellent and refined experience working with clients

· Efficient at time management and organizational projects

· Demonstrated ability to multi-task in a fast-paced environment

· Dynamic and capable of adjusting to changing deadlines

· Proficient in MS Office Suite and demonstrated ability to learn new applications

· Experience in Salesforce (preferred, but not required)

· Commitment to adhere to rules and regulations as stated and required by practice and Ameriprise

· Sincere willingness to constantly learn and grow

· Achievement oriented—willing to take on the challenge and problem-solve through completion

Education and Other Designations:

· 2+ years of professional office experience preferred

· 1-2 years of financial planning and investment office and/or 2-3 years Client Service experience highly preferred

· Idea, but not required: Have or be able to obtain federal and state licenses and registrations for securities, including: Series 7, Series 66, and State Life, Accident and Health insurance licenses within 1 year of hiring.

What we offer:

· Full-time employee benefits include:

o Medical and dental insurance options

o Retirement plan and matching

o Bonus pay

o Licensing costs covered

Pay:

· $60,000-$65,000: opportunity for negotiation/advancement based on qualifications and experience.

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• San Diego, CA 92130: Relocate before starting work (Required)

Work Location: In person