Client Care & Operations Specialist

ameriprise; Scarborough (ME); Vor Ort; USD 60.000 - 65.000; Vollzeit

Zusammenfassung

Ameriprise Financial is seeking a Client Service Associate/Manager to support a fast-paced financial planning office.

In this role you will assist financial advisors and staff with daily operations, client onboarding, and coordinating meetings while ensuring compliance and superior client experience.

You will manage documentation, respond to client inquiries, and help plan seminars and events, maintaining accuracy and confidentiality in all client interactions.

Qualifikationen

• College degree or higher.
• 2+ years of similar experience.
• Ability to study for and pass securities licenses (Series 7, 66) and state licenses.

Aufgaben

• Assist in daily business operations.
• Support financial advisor(s) and associates in managing client workflow.
• Ensure accurate account setup and respond to client questions.
• Coordinate client seminars and events.
• Maintain client files and adhere to regulatory requirements.

Kenntnisse

Attention to detail

Organization

Communication

Multi-tasking

Time management

Phone etiquette

Ausbildung

College degree or higher

2+ years of experience

Jobbeschreibung

Ameriprise Financial is seeking a Client Service Associate/Manager to support a fast-paced financial planning office.

In this role you will assist financial advisors and staff with daily operations, client onboarding, and coordinating meetings while ensuring compliance and superior client experience.

You will manage documentation, respond to client inquiries, and help plan seminars and events, maintaining accuracy and confidentiality in all client interactions.