Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
This position is the first impression of the practice and completes tasks that allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The CSA supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The CSA allows the advisor the assurance they need to know that the practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications, and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating projects, and managing daily business activities such as filing, copying, researching printer problems, and organizing the logistics of a client seminar Compensation $50,000 - $65,000, 401(k), health insurance, PTO
Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Prepare correspondence for advisor signature
Copy and track all client and practice materials including business correspondence
Copy and follow-up with home office on related issues
Schedule client appointments and prepare agendas s for appointments
Conduct client appointment reminder calls and check-in calls on follow up items
Assist the office manager, planning specialist, and advisors
Greet clients upon arrival and extend hospitality to clients
Set up and maintain client management system
Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
Document client contacts/calls
Track client special events and make appropriate contact per established client contact model
Key Traits of a Successful Client Service Specialist:
Strong organizational and computer skills
Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
Ability to support and provide guidance for compliance within the advisor's practice
Positive attitude and sincere willingness to constantly learn and grow.
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.