Client Service Associate

Job Overview
Are you ready to step into an instrumental role helping conduct the smooth operation of a fast-paced—and friendly—financial planning office? Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing 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

Responsibilities

· Greet clients upon arrival and extend hospitality to clients

· Call clients or prospects to set up meetings or appointments

· Prepare agendas and forms for appointments

· Conduct client appointment reminder calls and check-in calls on follow up items

· Coordinate client appreciation events for the practice

· Answer incoming calls to the office

· Maintain and order office supplies

· Perform other allowable duties as assigned by the financial advisor

Skills

· Very strong attention to detail

· Strong organizational and computer skills

· Strong work ethic and the highest level of professionalism

· Effective communication with clients and other advisors/staff

· Effective and efficient time management

· Polite and clear phone manner

· Ability to multi-task

· Ability to support and provide guidance for compliance within the advisor’s practice

· Positive attitude and sincere willingness to constantly learn and grow

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• Paid time off
• Professional development assistance
• Retirement plan

Ability to Commute:

• Midlothian, VA 23112 (Required)

Ability to Relocate:

• Midlothian, VA 23112: Relocate before starting work (Preferred)

Work Location: In person

Salary : $45,000 - $50,000