Client Experience Admin & Scheduler

Ameriprise Financial; Glendale (AZ); On-site; USD 35,000 - 48,000; Full time

Job summary

Ameriprise Financial in Glendale, Arizona seeks an organized client service professional to support a Private Wealth Advisory Practice. You will be the first point of contact, handle calls, schedule meetings, and assist with daily admin tasks ensuring a high-quality client experience.

Proficiency with CRM, Excel, Word and Outlook is required, along with strong interpersonal skills, professionalism, and the ability to multitask in a fast-paced environment.

Qualifications

• At least one year of client service experience in a fast-paced environment.
• Strong customer service and interpersonal skills for handling sensitive and confidential situations.
• Organizational skills, ability to prioritize a diverse workload and multi-tasking, and taking initiative in daily responsibilities.
• Strong work ethic, courteous, team player, and high degree of professionalism.
• Proficiency in CRM, Excel, Word, and Outlook is required.
• Ability to adhere to rules and regulations as stated and required by Advisor and Ameriprise Financial.
• Ability to support compliance within the Advisor’s practice.

Responsibilities

• Answer all incoming calls, helping clients when possible, taking accurate messages, and routing calls appropriately.
• Ensure clients are connected with the appropriate team member to handle their needs.
• Greets clients, extends hospitality, directs them to the appropriate area, and alerts appropriate team member.
• Responsible for calendar management; including, scheduling and confirming client appointments, preparing agendas and required forms for meetings, maintaining service cycles, and properly documenting all client contact.
• Routes incoming mail and correspondence.
• Prepares outgoing mail and correspondence.
• Coordinates monthly/quarterly/yearly mailings for the practice.
• Provides general administrative support such as preparing correspondence, the completion of forms, generating reports, processing confidential documents, and maintaining supplies for the practice.
• Assists with special projects for various areas of the Company.

Skills

Customer service

Interpersonal skills

Organizational skills

Multitasking

Professionalism

Team player

CRM proficiency

Excel

Word

Outlook

Tools

CRM

Excel

Word

Outlook

Job description

Ameriprise Financial in Glendale, Arizona seeks an organized client service professional to support a Private Wealth Advisory Practice. You will be the first point of contact, handle calls, schedule meetings, and assist with daily admin tasks ensuring a high-quality client experience.

Proficiency with CRM, Excel, Word and Outlook is required, along with strong interpersonal skills, professionalism, and the ability to multitask in a fast-paced environment.