What are the responsibilities and job description for the Client Service Specialist - Financial Planning Practice position at AMERIPRISE FINANCIAL SERVICES, LLC?
Client Service Specialist - for our Financial Planning Practice
Position Description: The primary responsibilities are to provide support and assistance to the Panoramic Wealth Advisors practice; this involves excellent client communication and hands on support in order to deliver exceptional service to our clients. Accuracy and attention to detail, as well as a sincere interest in learning and completing special projects, will be critical to this role.
Location: Minnetonka, MN
Education: Bachelor's degree
Experience: 2 years office experience preferred
Hours of Work: Full-Time (in-office)
Responsibilities and Expectations:
- Self-motivated, excited, detail-oriented, and ready to become a valuable player in our growing financial planning practice team.
- Prepare for client meetings by gathering the appropriate information, creating agendas, researching, and compiling necessary reports.
- Work daily and effectively to balance multiple projects, priorities, and workload.
- Skill and proficiency with Windows-based computer applications (specifically Word, Power Point, Outlook, and Excel Software). Ability to learn and utilize various other industry-related software and office equipment.
- Within a team environment, provide backup to other team members as needed in order to consistently support the overall direction, strategy, vision, and expansion model of the Financial Advisors’ practices.
As role develops, there may be additional tasks, including:
- Answer phone calls, schedule client meetings, respond to emails, and respond to client questions and requests in a timely manner as needed.
- Assist with completing and submitting any necessary paperwork to the appropriate financial institutions in accordance with the client’s decisions and the financial advisors’ directions as needed.
Job Type: Full-time
Pay: $46,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Hybrid remote in Hopkins, MN 55305
Salary : $46,000 - $65,000
