About Our Company
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
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.
Position Description & Summary of Role:
Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.
The Client Service Associate works closely with the advisor to complete transactions for clients, research and resolve issues that affect clients, submit new business, help support other members of the staff including the client service manager with questions from clients and preparing forms for new business items.
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:
80%-Client Service/Business Management
- Responsible for preparing and summarizing client meetings, completing service checklist, organizing and printing out appropriate reports, and providing follow-up.
- Schedule client and prospect meetings, confirm meetings and manage all correspondence.
- Schedule Microsoft Teams for virtual client meetings and team meetings.
- Complete any business passed to you from advisors including applications for new business, account maintenance, and applying funds in the form of checks to appropriate accounts.
- Make brief notes each day in client management software concerning trades, transactions, follow up, and tasks for others.
- Assist the advisors, client service manager, and office manager with various tasks throughout the day.
- Compose and respond to routine correspondence.
- Communicate issues we have with Home Office to the advisors and provide feedback they can act upon.
- Assist with projects as needed or assigned by office manager and advisors.
- Upload digital documents, scanning, and electronic file maintenance.
- Accept and perform other duties as assigned.
- Document workflow processes for the practice.
20%-Business Development
- Marketing activities to include event planning, prospecting, and new client on-boarding.
- Social Media (Facebook and LinkedIn) management and website management.
- Mailings such as birthday cards, holiday cards, and gifts.
- Marketing research, ordering and reporting.
Key Traits of a Successful Client Service Manager:
- Direct attention to detail, organization, and follow through
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Attentive listening skills
- Ability to adhere to rules and regulations as required by advisor, Ameriprise Financial and FINRA
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude, sincere willingness to constantly learn and grow, and heart of compassion
Required Qualifications
- Associate (2-year) degree or equivalent
- Experience with Microsoft Office Suite. Salesforce experience is preferred.
- 2+ relevant experience preferred
Job Type: Full-time
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
Compensation package:
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Plano, TX 75024: Reliably commute or planning to relocate before starting work (Required)
Education:
Experience:
- similar: 2 years (Preferred)
Work Location: Hybrid remote in Plano, TX 75024