Dallen Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, has an opening for a Client Service Specialist. This full-time position will elevate the client experience by providing exceptional service while serving as administrative and operational support to the financial advisors. The ideal candidate will be able to operate effectively both independently and collaboratively within the team. This position will also require adherence to the highest standards of business and professional ethics and comply with all legal and regulatory requirements. Position is salaried plus a bonus structure with 401(k), Health, Dental and Vision benefits.
Responsibilities
- Provide key technical support for advisors, which includes, but is not limited to, calendaring, client meeting prep, report creation, client document and information inventory and practice efficiency projects
- Ensure business paperwork is prepared, submitted, tracked and documented through completion in coordination with client, local and corporate office
- Assist financial advisors in servicing clients through operational and analytical support
- Protect client data and confidentiality
- Assist with client and advisor requests
Required Qualifications
The individual must have a minimum of three years prior experience working with a financial services firm that offers financial planning or a bachelor's degree in related area of study (Finance, Economics, Business). Preference given to candidates with Series 7, 66 and Life & Health licenses. The individual will need to be professional, positive, with strong interpersonal skills and a keen eye to details who can adapt to change. Technology skills needed include Microsoft Office Suite, Teams and Salesforce.
About Our Company
With the right company, life can Be Brilliant??. 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 and we can Be Brilliant?? together.
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. |
