Our Firm

Coldsmith, Ryder and Associates is a private wealth advisory practice of Ameriprise Financial Services, LLC. Talented people join our firm because they want to accomplish something meaningful and bigger than themselves, making a difference in other people’s lives. Our main priority is to serve the financial needs of our clients through excellent personal service. Through our caring advice-based experience, we help individuals and families achieve confidence and financial peace of mind. From retirement strategies and investment planning to tax planning and much more, we help clients live the life they’ve earned and deserve.

Job Description

The Receptionist will serve as the first point of contact with our clients. You will answer and redirect phone calls, greet clients and provide administrative support.

The candidate should be able to operate independently as well as be a contributing member on a team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned.

Job Duties

• Answer, screen, and forward incoming phone calls
• Great and welcome clients to the office
• Ensure reception area is tidy
• Receive, sort, and distribute mail and deliveries
• Support the growth of the practice and perform other duties as assigned.

Key Traits of a Successful Client Service Associate

• Strong organizational and computer skills
• Effective communication with clients, prospects, advisors, and other team members
• Effective and efficient time management
• High level of interpersonal skills
• Polite and clear phone manner
• Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations

• High School degree or higher
• 2 years of similar experience preferred

Job Type: Full-time

Pay: $11.00 - $16.00 per hour

Expected hours: 40 per week

Benefits:

• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Mobile, AL 36609: Relocate before starting work (Required)

Work Location: In person