Step into an instrumental role within a growing, client focused private wealth advisory practice. This role supports all aspects of the client relationship through direct interaction with clients and the Ameriprise home office as well through leveraging our technology systems. The role will also perform other practice management tasks relating to client service as needed. You will need to be able to work together with a team towards the goal of providing an exceptional client experience and client care model.
Flagship Wealth Planning is a franchise of Ameriprise Financial Services, LLC. We are located in a grade A building with ample parking in Jericho, New York. This is a full time in office position with the flexibility to work from home on occasion as needed. Compensation package consists of a competitive base salary, annual bonus opportunity, paid vacation and sick time as well as a retirement plan with match.
Responsibilities (Will change over time to meet the needs of the practice)
Responsibilities
Position Functions: 50%-Client Care
Answer questions and provide readily available information to clients as it relates to servicing their accounts.
Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.
Keep client's financial plans up to date
Process allowable transactions for clients
Manage and resolve client service issues
50%-Business Management
Work with home office to ensure accurate account setup and resolve issues
Maintain social media platforms
Perform other duties as assigned by the financial advisor and associate financial advisor
Act as a back up to other staff
Manage various business as usual and ad hoc projects for the practice
Key Traits of a Successful Client Relationship Manager
Direct attention to detail and organization
Effective communication with clients, advisors and other 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 Flagship Wealth Planning and Ameriprise Financial
Positive attitude and sincere willingness to constantly learn and grow
Required Qualifications
College degree or higher
2+ years of experience in financial services or healthcare
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7 and Series 66 licenses.
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.
