Job description

Title: Client Service Manager

Job Description:

Step into an instrumental role with a rapidly growing independent Private Wealth Advisory Practice of Ameriprise Financial Services, LLC and assist in the daily business operations. We offer personalized and comprehensive financial advice, investment advice and outstanding client service to help our clients achieve their goals.

The Client Service Manager is at the forefront of delivering a positive client experience. You will establish a welcoming and professional atmosphere and provide exceptionally friendly, helpful, high-quality service to our clients. You will also help the practice in managing and organizing office workflow. The ideal candidate will be able to operate independently and to effectively collaborate within the Team.

Responsibilities

· Provide general assistance for clients: Troubleshooting technical issues on client website, assist with general inquiries regarding account status, paperwork, etc. in a polite manner.

· Prepare and follow-up for client appointments: Preparation of client agendas, research information needed for upcoming appointments, and any other client and prospect tasks as assigned.

· Prepare client forms and follow up on client new business to ensure it is properly completed. This includes insurance business, rollovers, new financial planning agreements, etc.

· Input and track tasks in CRM

· Call clients to follow up on items

· Securely store client documents using our On-Line File Management System

· Assist with any special projects

· Assist with special events, seminars, and our marketing campaigns

· Contact corporate office as needed

· Identifies opportunities for system and process improvement

Qualifications

· Excellent written and verbal communication skills

· Strong organizational and time management skills

· General knowledge of financial services industry.

· Detail oriented and organized with strong analytical skills and ability to problem solve.

· Ability to manage multiple projects at once and prioritize as necessary.

· Ability to work independently.

· Ability to follow established processes to ensure team operation is efficient.

· Ability to oversee the enhancement and implementation of operational processes and procedures

Educational / Experience Requirements and Preferences

· Bachelor’s degree or equivalent.

· 2 years of previous experience in an office setting with relevant experience.

· Strong computer and software skills.

· Proficiency with the Microsoft suite of products: Outlook, Word, Excel, PowerPoint.

· Knowledge of Salesforce applications is preferred or other client record management system.

Our Values

· Teamwork, Integrity, Inclusive, Ethical, Innovative, Passionate, Collaborative, Community, Transparent, Unique, Respectful, Continuous Learning, and Constant Improvement

Compensation

· Salary: Commensurate with experience. $40,000 - $50,000/year.

Full Benefits Package

· Vacation Days

· Holidays

· Sick/Personal Days

· Retirement Plan with a 3% Match after one year

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• Paid time off

Schedule:

• Monday to Friday

Work Location: One location

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