Client Service Specialist

Our Firm

Align Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, Inc. 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 Client Service Specialist assists our financial advisors in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This person will provide exceptional client service, support office functions as needed, and serve as administrative and operational support for the practice. This role provides client relationship support through interacting directly with clients

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

· Create a consistently referable client experience through the execution of the practice’s client experience strategy

· Answer inbound calls from our clients and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

· Call clients or prospects to set up meetings or appointments

· Help with the preparation of reports and other materials for client meetings

· Keep the client management system up to date with client information

· Educate clients on technology and capabilities

· Collect the right documentation for opening new accounts and service requests

· Coordinate client appreciation events and seminars

· Maintain and keep current mail and check logs

· Support the growth of the practice and perform other duties as assigned.

Key Traits of a Successful Client Service Specialist

· Direct attention to detail and organization

· 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

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

· Ability to support and provide guidance for compliance

· Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations

· 2 years of similar experience preferred

Job Type: Full-time

Pay: $36,000.00 - $50,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Compensation Package:

• Bonus opportunities
• Performance bonus
• Profit sharing

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Customer service: 2 years (Preferred)

Ability to Relocate:

• Harrisburg, IL 62946: Relocate before starting work (Required)

Work Location: In person

Salary : $36,000 - $50,000