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A Private Wealth Financial Advisory Practice of Ameriprise Financial Services, Inc. is seeking a Client Service Assistant to join its team.
Office & Business summary: We have a well-established and growing practice with a focused group of high value clients. We have a respectful, collegial, team-based business culture with the opportunity for ownership to all employees. We have an enjoyable and congenial workplace. We value competence, integrity, and efficiencies with respect to our work. We value family, health, and personal growth and balance with respect to our overall lives. Our business model is based on comprehensive financial planning (as designated by the CFPÂ® brand) that provides financial coaching, training, guidance, and accountability for our clients.
Position description & tasks: We are looking for a full-time employee who can work in our office location. Initial responsibilities include scheduling, client service, technology integration for clients, and marketing activities designed to grow our practice and deepen client satisfaction. Additional responsibilities will be added depending on team needs and your career goals. Possible areas of focus include meeting follow-up, additional client service responsibilities, investment research, financial plan data gathering and preparation, and assisting with financial case research.
Successful candidates will be able to work independently and collaboratively; have a professional attitude and appearance
Have excellent verbal and written communication skills
Possess a high level of organizational and problem-solving skills
Have the ability to prioritize and manage work
Have a high level of proficiency with Microsoft Word, Excel and Outlook; be good with numbers
Be detail-oriented and self-motivated; be courteous; and be dedicated to quality client service.
First and foremost, we are looking for a candidate who fits our culture and has values and principles consistent with the team. A positive attitude and sense of humor are essential, along with a sincere willingness to learn and grow.
Qualified candidates will have a bachelor's degree or higher and at least one year of professional work experience. Licenses, including Series 7, Series 66, and state life/health insurance, will be an asset to this position, but are not required. Acquiring these licenses may be offered as part of your benefit package, depending on career goals.
Compensation offered at $20-28 per hour, depending on experience and qualifications. Benefits beginning within 90 days of employment include:
Retirement plan with company matching contributions up to 3%
Medical, dental and vision covered at 50% for employee.
Disability insurance covered at 100% for employee.
4 weeks of paid time off, including major holidays.
Opportunity for annual bonus in addition to salary.