Client Service Manager

Step into an instrumental role. Help 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 is responsible for taking the lead in managing the financials of the practice and other practice management functions essential to a small business. 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.

Position Functions:

Business Management

• Work with home office to ensure accurate account setup and resolve issues

• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

• Maintain files and records in accordance with the records retention policy

• As necessary, prepare preliminary financial planning recommendations as well as initial product solutions for advisor review and use in client meetings

• Manage the client list to determine which clients need to be scheduled and assign to other staff for scheduling

• Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)

Client Service

• Set up and maintain client management system

• Call clients or prospects to set up meetings or appointments

• Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation

• Conduct transactions on behalf of clients

• Coordinate client appreciation events and seminars

• Answer unsolicited calls from prospects to schedule appointments or refer to advisor

• Follow up with prospects or clients to ensure completion of required paperwork

• Address questions with clients and provide information, if requested, as it relates to servicing their accounts

Key Traits of a Successful Client Service Manager

• Direct attention to detail and organization

• Effective communication with clients and other advisors/staff

• Effective and efficient time management

• Polite and clear phone manner

• Ability to multi-task

• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial

• 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: $20.00 - $23.00 per hour

Benefits:

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

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (Required)

Work Location: In person

Salary : $20 - $23