Client Experience Specialist – Financial Advisory

Ameriprise Financial; Overland Park (KS); Vor Ort; USD 46.000 - 65.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• College degree or higher, concentration in Finance or Mathematics

Aufgaben

• 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

Kenntnisse

Client service

Communication

Time management

Multi-tasking

Attention to detail

Ausbildung

Finance/Mathematics degree

Tools

MOD

Go Social

Advisor website

Jobbeschreibung

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.