Client Service Specialist

About the role

At Ameriprise Financial, we help clients with their financial goals while also helping our advisors and employees reach their true potential through 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, consider this opportunity with an Ameriprise Financial Franchise owner.

Responsibilities

• 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.
• Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.
• Consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
• Provide client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions.
• Perform other practice management tasks relating to client service as needed.
• Respond to ad hoc requests, coordinate/track projects and/or manage business‑as‑usual projects such as organizing a client seminar.
• Work with the corporate office to ensure accurate account setup and resolve issues.
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
• Maintain files and records in accordance with the records retention policy.
• Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s).
• Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice.
• Maintain client management system.
• Call clients or prospects to set up meetings or appointments.
• Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation.
• Attend and participate in client meetings if necessary.
• Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s).
• Coordinate client appreciation events and seminars.
• Answer unsolicited calls from prospects to schedule appointments or refer to advisor.

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