Client Service Specialist

Responsibilities

• 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 advisors
• 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
• Conduct transaction requests as directed by financial advisors
• Cook up and manage business-as-usual projects such as organizing a client seminar or event

Requirements

• College degree or higher
• 2+ years of similar experience

Qualifications

• 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, Ameriprise Financial
• Support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow

Benefits

• Base Pay: Salary ranging from $45K - $65K per year
• Full-Time/Part-Time: Full time

Schedule

• Not specified

Pay

• Not specified