Client Experience Specialist – Hybrid, Financial Services

Threadneedle group; Colorado; Híbrido; USD 52 000 - 72 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Dental insurance

401(k)

Resumo da oferta

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and practice management support for one or more advisors. The role emphasizes client experience, confidentiality, and teamwork, with licensing and training support to help your career grow.

In-office collaboration is required with four days in the office and one day from home; base pay is competitive with a comprehensive benefits package and potential for performance-based incentives and licensing

Qualificações

• Associate (2-year) degree or equivalent.
• 1-3 years Relevant Experience Required.
• Excellent interpersonal skills to interact effectively with clients.
• Effective shown written and oral communication skills.

Responsabilidades

• General administrative duties including logging/distributing correspondence and check deposits, maintenance for office of supervisory jurisdiction and client files.
• Reception support: answering phones during regular business hours, greeting clients and prospects.
• Practice Support duties: scheduling client or prospect appointments, entering client data, supporting marketing programs.

Conhecimentos

Interpersonal skills

Written communication

Oral communication

Confidentiality

Formação académica

Associate degree

Bachelor's degree

Descrição da oferta de emprego

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and practice management support for one or more advisors. The role emphasizes client experience, confidentiality, and teamwork, with licensing and training support to help your career grow.

In-office collaboration is required with four days in the office and one day from home; base pay is competitive with a comprehensive benefits package and potential for performance-based incentives and licensing