Client Service Specialist

Seeking a client-focused, dynamic individual with a passion for exceptional service to step into an instrumental role as a Client Service Specialist! Help lead 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 and assist in daily business operations.

As a Client Service Specialist, you must exemplify the company’s core values and be dedicated to providing an exceptional client experience.

Preference given to individuals holding insurance and/or securities licenses, but licensing is not required.

Position Functions:

Client Service:

• Coordinate scheduling and preparation of client appointments on behalf of the Financial Advisor(s).
• Provide client support including onboarding, account maintenance, money movement, and general inquiries.
• Update and review estate planning documents including Trusts and Powers of Attorney.
• Review and respond to emails and phone calls as necessary.
• Use specific Ameriprise tools.

Business and Practice Management:

• Maintain compliant files and records.
• Plan and prioritize individual work schedule.
• Use to-do lists, calendars, computer software or other time management systems.
• Perform other allowable duties as assigned by the Financial Advisor(s).

Key Skills/Abilities/Knowledge/Competencies:

For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• Preference given to individuals holding insurance and/or securities licenses.
• Client service experience in a wealth management office strongly preferred.
• Two years’ customer service experience and/or training; or equivalent combination of education and experience.
• Continuing education – Lifelong learning is expected.

Language Skills:

• Excellent written and verbal communication skills are essential and mandatory.
• Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Able to write reports, business correspondence, and procedure manuals.
• Able to effectively present information and respond to questions from managers, clients, customers, and the general public.

Computer Skills:

• Able to use MS Excel, MS Word, Outlook, Teams, Adobe, accounting software, contact management systems, database software and other software tools as necessary.
• Salesforce® CRM experience a plus.

Technical duties, tasks, and skills:

• Able to accurately process Money Movement requests.
• Able to prepare and understand a financial plan.
• Able to navigate the Ameriprise Financial website and guide clients through the website.

Other Skills and Abilities:

• Must maintain a high degree of integrity, honesty, commitment and trust. The financial health, image and goodwill of the company are highly influenced by the person holding this position.
• Demonstrates excellent inter and intrapersonal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view.
• Communicates with clients in a professional, clear and concise manner is essential.
• Excellent organizational skills and attention to detail, as well as advanced problem-solving and time-management skills are required.
• Must exercise discretion in dealing with the personal information of clients.

Physical Demands:

This position requires the ability to handle significant levels of varied stresses, in particular mental stresses and fatigues. This position operates in a fast paced, highly regulated and ever-changing environment. There are no significant physical demands other than the endurance required to deal with the fast pace and stresses.

Work Environment:

The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office. There are no unusual or significant hazards and reasonable accommodations can usually be made.

Company benefits:

• Paid Time Off (PTO): As a full-time employee, you are eligible to receive a starting balance of 120 hours of PTO on an annual basis.
• Holiday Time: You are eligible to receive holiday pay as set forth in the Company’s current holiday policy. Generally, the Company’s holiday schedule is in alignment with the days that the New York Stock Exchange (NYSE) is closed or closes early.
• Retirement: Currently, the Company sponsors a 401k plan for eligible employees. Safe Harbor matching formula is 100% for the first 3% you contribute and 50% for the next 2%. * Example: If you contribute 5% match is 4%.
• Additional Benefits: Additional benefit options that may be available to you through Insperity include, but are not limited to, group term life insurance, long-term disability, short-term disability, medical, dental, and Section 125 program.

Job Type: Full-time

Pay: $22.00 - $28.00 per hour

Expected hours: 40 per week

License/Certification:

• Series 7 (Preferred)

Ability to Relocate:

• Davenport, IA 52807: Relocate before starting work (Required)

Work Location: In person

Salary : $22 - $28