Client Services Specialist-Portage, Mi

Client Service Specialist

Job Summary

We are experiencing exponential growth currently within our practice; as well as forecasting our growth to continue well into the future. Therefore, we are seeking a person to step into an instrumental role, be trainable and become a long-term asset within our fast-paced friendly financial planning office. This position would be a Client Service Specialist of an independent advisor franchisee that is a private wealth advisory practice of Ameriprise Financial.

This position completes tasks which allow the advisors to focus time and energy on clients and deepening client relationships. Assisting clients with service requests, answering client calls and requests, scheduling, and offering processing support are some of the activities that support our clients. This position allows the advisors the assurance that the practice is being maintained and supported within Ameriprise Financial guidelines.

This position is located in our office in Portage, Michigan location and will work 8:30am-5pm, Monday through Friday.

Responsibilities and Duties

This role requires an outstanding level of professional conduct and demonstrated ability to respect clients and maintain confidentiality of information related to client activity as well as the business practices of the firm. It is required that all client contact and activity be documented in a compliant manner as defined by practice management and Ameriprise Financial.

Core Responsibilities

· Promote the brand of OsborneKlein’s desired image and industry position and ensure consistent client experiences within our multiple office locations

· Professional attire is required within our private wealth environment

· Make our clients feel welcomed; whether in-person or on the phone

· Operate a multi-line multi-location phone system and handle general inquiries about the firm

Schedule client appointments

o Change appointments when necessary and communicate with team members

o Accommodate special request appointments and resolve schedule conflicts

o Call clients, prior to their appointments, to remind them of their scheduled day and time with their advisor

· Provide client service by responding to client inquiries about their accounts

· Complete tasks to support client meetings, including joining the franchise advisor in client meetings

· Facilitate business processing such as accessing client data, entering notes, completing forms, notating advisor direction during meetings with clients

· Prepare and present correspondence and agreements for advisor and client signatures

· Learn to use of proprietary financial planning software and tools

· Process incoming and outgoing mail based on Ameriprise corporate compliance requirements

· Maintain security by following procedures with sensitive client information

· Learn and abide by Ameriprise corporate compliance and regulatory requirements

Required Qualifications

· Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status

· Demonstrate a desire in building strong relationships and delivering superior client service

· Ability to work independently and keep practice leadership aware of progress and challenges

· Computer skills: Word, Excel, Outlook

· Ability to adhere to policies, rules and regulations as stated and required by OsborneKlein, Ameriprise Financial and FINRA

Preferred Qualifications

· 2+ years of college

· Computer skills: Microsoft Teams, contact management systems, database software, and an aptitude to learn new software tools as necessary

Misc Necessary Job Competencies

· Positive attitude and sincere willingness to constantly learn and grow

· Comfortable interacting with clients in-person, over the phone and virtually

· Clear and polite phone manner

· Team player; able to contribute and work in a team environment

· Detail-oriented

· Professional verbal and written communication with clients and co- workers

· Excellent time management

· Ability to multi-task

· Ability to learn and utilize the practice’s systems and processes for working with clients

Job Type: Full-time

Pay: From $21.00 per hour

Expected hours: No more than 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Ability to Relocate:

• Portage, MI 49002: Relocate before starting work (Required)

Work Location: In person