Client Experience Specialist – Financial Advisory

Ameriprise Financial; Overland Park (KS); On-site; USD 46,000 - 65,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to support a fast-paced financial advisory office in the Kansas City metro area. You will assist the financial advisor, manage client communications, and help deliver a differentiated client experience with high professional ethics.

Key duties include set-up and maintenance of client accounts, coordinating meetings, preparing planning recommendations, and supporting seminars and events.

Qualifications

• College degree or higher, concentration in Finance or Mathematics

Responsibilities

• Ensure accurate account setup and resolve issues with home office
• Provide information to clients about servicing accounts
• Maintain files and records per retention policy
• Assist financial advisor in managing office workflow
• Coordinate client appreciation events and seminars
• Prepare preliminary financial planning recommendations for advisor review

Skills

Client service

Communication

Time management

Multi-tasking

Attention to detail

Education

Finance/Mathematics degree

Tools

MOD

Go Social

Advisor website

Job description

Ameriprise Financial is seeking a Client Service Associate to support a fast-paced financial advisory office in the Kansas City metro area. You will assist the financial advisor, manage client communications, and help deliver a differentiated client experience with high professional ethics.

Key duties include set-up and maintenance of client accounts, coordinating meetings, preparing planning recommendations, and supporting seminars and events.