What are the responsibilities and job description for the Client Relationship Manager position at Ameriprise Financial Services, LLC?
Company Description
Ameriprise Financial Services, LLC has been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management, and insurance capabilities, Ameriprise serves the full range of individual and institutional investors' financial needs. The company has corporate locations throughout the U.S. and across the globe, with advisor offices in all 50 states.
Role Description
This is a full-time hybrid role for a Client Relationship Manager based in Columbia, MD. Some work from home is acceptable. Most employees in similar roles average 2 days/week in office and 3 days/week from home. The primary responsibilities are as follows:
- Builds and maintains client relationships, ensuring client satisfaction for a referable experience
- Assists financial advisor with client meeting prep and follow-up
- Documents notes during all of the advisor’s client meetings
- Completes money movement requests as needed following client meetings
- Supports financial advisor with client ad-hoc requests via phone and email and ensures that advisor is following through with their workload and tasks
Qualifications
- Ability to build and maintain client relationships
- Excellent communication and interpersonal skills
- Strong organizational and time management abilities
- Exceptional attention to detail
- Experience with Salesforce is a plus
- Experience in the financial services industry encouraged but not required
- Bachelor's degree in Finance, Business, Economics, or related field encouraged but not required
Salary & Benefits
- Starting salary range is based on experience
- Compensation is expected to grow beyond the starting range as you progress in the role and demonstrate value to the team
- Additional performance-based incentives and career advancement opportunities available
- Company-sponsored health insurance
- Company-sponsored life and disability insurance
- 401(k) plan with employer matching
- PTO and holiday pay
- Financial assistance for professional growth opportunities
- Annual bonuses for achieving individual goals
- Company-sponsored team trip for achieving annual team goals
Salary : $53,000 - $65,000
