Job description

Administrative Assistant/Client Services

TruSpire Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC.

Position Title: Client Service Specialist

Position Description:

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 private wealth advisory practice of Ameriprise Financial. Assist in daily business operations.

This role provides client relationship support through managing, gathering, and analyzing client data, helping prepare client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the COO.

Position Functions:

60% Financial Planning & Advice /Product Solutions/Client Service

• Provide support preparing financial advisors for client appointments
• Conduct client appointments reminder calls/emails, check-in calls on follow up items
• Maintain client management system
• Document client contacts/calls

35% Client Care/Business Management

• Prepare illustrations, spreadsheets, and other visual aids to be used in meetings with clients Ensure prompt follow-up after client review meetings
• Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Review and update client information as needed for client review meetings.
• Manage and resolve client service problems
• Perform other allowable duties/projects as assigned by the financial advisor(s)

5% Self Development

• Learn Ameriprise technology tools (NaviPlan, Thomson One, Salesforce, Client Viewer)

Key Traits of a Successful Client Service Specialist:

• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Team player
• Ability to adhere to rules and regulations as required by advisor, Ameriprise Financial and FINRA
• Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

• College degree or higher
• Financial Services experience

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Tuition reimbursement

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Bachelor's (Preferred)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: Multiple Locations

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