Atlanta, Georgia, USA
6 days ago
Client Service Specialist
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 financial advisory practice of Ameriprise Financial. Assist in daily business operations.

This position completes tasks previously performed by the advisor and staff. The Client Service Specialist supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice.

The Client Service Specialist allows the advisors the assurance they need to know that their practice is being maintained and supported within Ameriprise Financial guidelines. This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, scanning, and/or organizing the logistics of a client events.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor

Position Functions:

80% Administrative Assistance

Answer phone calls for the practice and divert them as needed

Schedule and reschedule client appointments

Process incoming mail on the practice’s designated days

Prepare agendas and forms for appointments

Copy and track all client and practice materials including business correspondence

Follow-up with corporate’s home office on related issues

Conduct client appointment reminder calls and check-in calls on follow up items

Prepare correspondence for advisor signature

Maintain a digital filing system

Maintain multiple email inboxes

Assist the planning assistants, paraplanners, client service managers, and advisors

Perform other allowable duties as assigned by the financial advisors and staff

20% Client Care

Greet clients upon arrival and extend hospitality to clients

Set up and maintain client management system

Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation

Document client communication

Track client anniversaries and make appropriate contact per established client contact model service model

Assist with planning marketing events for clients and attend the planned events after hours to facilitate admission into venues

Key traits of a successful Client Service Specialist:

Strong organizational and computer skills

Self-starter

Direct attention to detail and organization

Effective communication with clients, advisors, and staff

Effective and efficient time management

Polite and clear phone manner

Proficient with Microsoft Office Applications

Ability to multi-task

Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise

Ability to support and provide guidance for compliance within the advisor’s practice

Positive attitude and sincere willingness to constantly learn and grow

Education:

High school degree or higher

Job Type: Full-time (M-F 9:00 am to 5:00 pm)

Pay: Base salary range of $45,000 to $55,000 per year with potential for quarterly performance-based incentives

Benefits:

Health, dental, and vision insurance

Life insurance

Disability insurance

Paid time off

Retirement plan matching

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing 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, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time
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