This role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects, managing business tasks and providing accountability.
75% Administrative:
Calendar management
Assist and lead ad-hoc projects as needed or assigned by Leader and advisors
Process Mail and Funds compliantly
Greet clients upon arrival and extend hospitality to clients
Answer and field client phone calls
Make brief notes each day in Customer Relationship Management system (CRM) concerning client calls, follow up, and tasks
Strong focus on timely and effective client and team communication
Communicate issues to Leaders and provide feedback and recommendations they can act upon
25% Client Service/Business Management:
Prepare and ensure financial advisors' new business paperwork processes successfully, which may include preparing forms, obtaining appropriate signatures, and tracking new business
Maintain connection with clients on an on-going basis by making quarterly service calls
Communicate issues we have with service, technology, platinum partners, etc. with advisor and provide feedback to Home Office contacts to resolve if necessary
Follow-up with client and home office on related issues
Prepare cases for client visits
Lead and assist with marketing initiatives
Key Traits of Success:
Strong organizational and computer skills
Attention to detail and organization
Effective communication with clients and other advisors/team members
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Adaptive mindset
Positive attitude and sincere willingness to constantly learn and grow
Proficiency in Microsoft Word and Excel is required.
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
