Client Relationship Manager

Ameriprise Financial Services, LLC; Columbia (MD); Hybrid; USD 53,000 - 65,000; Full time

Benefits offered by this job

Company-sponsored health insurance

Company-sponsored life and disability insurance

401(k) plan with employer matching

PTO and holiday pay

Financial assistance for professional growth

Annual bonuses for achieving individual goals

Company-sponsored team trip for achieving goals

Job summary

An established industry player is seeking a Client Relationship Manager for a dynamic role in Columbia, MD. This full-time hybrid position allows for a blend of in-office and remote work, providing flexibility while ensuring client satisfaction. The ideal candidate will excel in building relationships, supporting financial advisors, and managing client interactions with exceptional attention to detail. With a strong emphasis on communication and organizational skills, this role offers a unique opportunity to grow within the financial services sector while contributing to a supportive team environment. If you're passionate about client success and eager to advance your career, this opportunity is perfect for you.

Qualifications

• Ability to build and maintain client relationships is crucial.
• Strong communication and organizational skills are essential.

Responsibilities

• Builds and maintains client relationships for satisfaction.
• Assists financial advisor with meeting prep and follow-up.

Skills

Client Relationship Management

Communication Skills

Organizational Skills

Attention to Detail

Time Management

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Economics

Tools

Salesforce

Job description

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Ameriprise Financial Services, LLC provided pay range

This range is provided by Ameriprise Financial Services, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$53,000.00/yr - $65,000.00/yr

Additional compensation types

Annual Bonus

Company Description

Ameriprise Financial Services, LLC has been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management, and insurance capabilities, Ameriprise serves the full range of individual and institutional investors' financial needs.

Role Description

This is a full-time hybrid role for a Client Relationship Manager based in Columbia, MD. Some work from home is acceptable. Most employees in similar roles average 2 days/week in office and 3 days/week from home. The primary responsibilities are as follows:

• Builds and maintains client relationships, ensuring client satisfaction for a referable experience
• Assists financial advisor with client meeting prep and follow-up
• Documents notes during all of the advisor’s client meetings
• Completes money movement requests as needed following client meetings
• Supports financial advisor with client ad-hoc requests via phone and email and ensures that advisor is following through with their workload and tasks

Qualifications

• Ability to build and maintain client relationships
• Excellent communication and interpersonal skills
• Strong organizational and time management abilities
• Exceptional attention to detail
• Experience with Salesforce is a plus
• Experience in the financial services industry encouraged but not required
• Bachelor's degree in Finance, Business, Economics, or related field encouraged but not required

Salary & Benefits

• Starting salary range is based on experience
• Compensation is expected to grow beyond the starting range as you progress in the role and demonstrate value to the team
• Additional performance-based incentives and career advancement opportunities available
• Company-sponsored health insurance
• Company-sponsored life and disability insurance
• 401(k) plan with employer matching
• PTO and holiday pay
• Financial assistance for professional growth opportunities
• Annual bonuses for achieving individual goals
• Company-sponsored team trip for achieving annual team goals

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development