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 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
• Coordinate client appreciation events and seminars
• Answer unsolicited calls from prospects to schedule appointments or refer to advisor

Requirements

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

Qualifications

• Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

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, Ameriprise Financial
• Positive attitude and sincere willingness to constantly learn and grow

Benefits

• Ameriprise Financial is an equal opportunity employer

Pay

• Full-Time/Part-Time - Full time

Schedule

• Not specified