Position title: Client Relationship Manager
Position Description:
Step into an instrumental role helping to support a growing and dynamic private wealth advisory practice of Ameriprise Financial focused on guiding individuals through life transitions with a specialization in divorce financial planning.
This role provides client relationship support through interacting directly with clients to ensure a unique client experience that defines and differentiates the practice.
The client service associate serves as the liaison between the team, our clients, and other professionals with whom we interact.
Primary duties include greeting clients, answering incoming calls, scheduling meetings, maintaining client files and records, managing the practice calendar, working with vendors to ensure the overall appearance of the office, coordinating gifts and touch points such as greeting cards, and handling incoming mail and deposits.
Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing the logistics of a client seminar.
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:
*50%*
*Administrative / Business Management / Product Solutions*
* Prepare documentation for client signature and follow-up for completion
* Schedule client appointments and conduct reminder calls
* Answer incoming phone calls, and direct requests to appropriate team members
* Work with vendors to maintain overall appearance and functionality of office
* Perform other allowable duties as assigned by the financial advisor(s)
*50%*
*Client Care*
* Greet clients upon arrival and extend hospitality to clients
* Set up and maintain client management system
* Coordinate client referral gifts and special occasion recognition items
* Maintain client documents in electronic storage system
* Document client contact/calls in CRM system
Key Traits of a Successful Client Service Associate / Administrative Assistant
* Strong organizational and computer 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
* Ability to support and provide guidance for compliance within the advisor’s practice
* Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
* High school degree or higher
Job Type: Full-time
Pay: $25.
00 - $30.
00 per hour
Benefits:
* 401(k)
* 401(k) matching
* Disability insurance
* Health insurance
* Life insurance
* Paid time off
Schedule:
* 8 hour shift
* Monday to Friday
Supplemental pay types:
* Bonus opportunities
Ability to commute/relocate:
* Thousand Oaks, CA: Reliably commute or planning to relocate before starting work (Required)
Experience:
* Customer service: 1 year (Required)
Work Location: In person
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