What are the responsibilities and job description for the Client Service Associate position at Ameriprise Financial?
Job Overview
We are seeking a motivated and detail-oriented Client Services Associate to join our dynamic team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met while fostering strong relationships. The ideal candidate will possess a blend of sales acumen and exceptional customer service skills, with a focus on delivering outstanding support in a fast-paced environment. You will play a crucial role in managing client accounts and contributing to the overall success of our organization.
Responsibilities
- Serve as the main liaison between clients and our company, addressing inquiries and resolving issues promptly.
- Analyze client needs and provide tailored solutions that align with their goals.
- Manage client accounts effectively, ensuring all information is accurate and up to date.
- Collaborate with internal teams to deliver exceptional service and support for ongoing projects.
- Utilize customer relationship management (CRM) tools to track interactions and maintain detailed records.
- Communicate effectively with clients regarding product updates, service offerings, and market trends.
- Assist in project management tasks to ensure timely delivery of services and client satisfaction.
- Identify opportunities for upselling or cross-selling additional services based on client needs.
Experience
- Proven experience in sales or customer service roles, preferably within the SaaS or financial services sectors.
- Strong understanding of account management principles and practices.
- Excellent communication skills, both verbal and written, with the ability to engage clients effectively.
- Familiarity with project management methodologies is a plus.
- Ability to analyze data and market trends to inform decision-making processes.
- Proficiency in using CRM software and other relevant tools to enhance client interactions.
Join us as a Client Services Associate and be part of a team that values collaboration, innovation, and excellence in client care!
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- Paid time off
- Retirement plan
Ability to Commute:
- Glen Allen, VA 23060 (Preferred)
Ability to Relocate:
- Glen Allen, VA 23060: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000
