What are the responsibilities and job description for the Client Services Specialist position at Pinnacle Private Wealth Group, Ameriprise...?
Position Description:
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.
This position completes tasks previously performed by advisors, allowing the advisors to focus more time and energy on client acquisition and deepening client relationships. The Client Service Specialist supports the many different tasks for which the practice is responsible and directly ties to the overall business plan of the practice. The Client Service Specialist allows the advisors the assurance they need to know that the practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications, and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects, and managing business-as-usual operations such as answering incoming client phone calls, reporting/tracking client interactions, and managing the client relationship management system.
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisors.
Position Functions:
50% Administrative assistance
- Copy and track all client and practice materials including business correspondence
- Copy and follow up with home office on related issues
- Schedule client appointments and prepare agendas or presentations
- Assist the Client Relationship Manager, Paraplanners, Associate Financial Advisors and Advisors
- Perform other allowable duties assigned by the financial advisors
50% Client care
- Greet clients upon arrival and extend hospitality to clients
- Answer incoming client phone calls and direct service requests
- Perform outgoing client phone calls to execute advisor requests or follow ups
- Document client contacts and interactions
- Maintain the client relationship management system
- Manage the Pinnacle Private Wealth Group client service model
Key Traits of the Client Service Specialist
- Positive attitude and sincere willingness to learn and grow
- Strong organizational and computer skills
- Direct attention to detail and organization
- Effective communication to clients and staff/advisors
- Effective and efficient time management
- Polite and clear phone manner
- Ability to adhere to rules and regulations as stated by advisor and Ameriprise
- Ability to support and provide guidance for compliance within the practice
Education and Other Designations
- High School Diploma or higher
Job Type: Full-time
Pay: $21.00 - $23.00 per hour
Expected hours: 40 per week
Benefits:
- Health insurance
- Retirement plan
Schedule:
- 8 hour shift
- Monday to Friday
- No nights
- No weekends
Ability to Commute:
- Rochester, MN 55902 (Preferred)
Ability to Relocate:
- Rochester, MN 55902: Relocate before starting work (Preferred)
Work Location: In person
Salary : $21 - $23