Client Service Specialist

Ameriprise Financial; Scarborough (ME); On-site; USD 60,000 - 65,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to support an advisor's practice in a fast-paced office environment in Scarborough. You will assist in daily operations, manage client accounts, and coordinate events and meetings with a focus on delivering a high-quality client experience.

The role requires a college degree or higher, 2+ years of experience, and the ability to pursue securities licenses (Series 7, 66, and life/health).

Qualifications

• College degree or higher.
• 2+ years of similar experience in client service.
• Be able to study for and pass Series 7, Series 66, and life/health licenses.

Responsibilities

• Assist in daily office operations and client management tasks.
• Set up accounts and maintain client records per policy.
• Coordinate client events and meetings and respond to client inquiries.
• Support compliance and regulatory requirements within the advisor's practice.

Skills

Attention to detail

Organization

Communication

Time management

Multi-tasking

Education

College degree or higher

Tools

CRM system

Go Social

MOD

Advisor website

Job description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.This position is with an Ameriprise Financial Franchise owner.Job DescriptionPosition Description:Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.Position Functions:50% Business ManagementWork with the corporate office to ensure accurate account setup and resolve issuesAnswer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accountsMaintain files and records in accordance with the records retention policyPerform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice50% Client CareMaintain client management systemCall clients or prospects to set up meetings or appointmentsWrite notes or letters to clients on personal letterhead of administrative nature only and handle client appreciationAttend and participate in client meetings if necessaryConduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)Coordinate client appreciation events and seminarsAnswer unsolicited calls from prospects to schedule appointments or refer to advisorKey Traits of a Successful Client Service Associate/Manager :Direct attention to detail and organizationEffective communication with clients and other advisors/staffEffective and efficient time managementPolite and clear phone mannerAbility to multi-taskAbility to adhere to rules and regulations as stated and required by advisor, Ameriprise FinancialAbility to support and provide guidance for compliance within the advisor’s practice for advisor use only. Not intended for inspection by, or distribution or quotation to the general public.Positive attitude and sincere willingness to constantly learn and growEducation and Other Designations:College degree or higher2+ years of similar experienceAlready have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.Base Pay SalaryThe salary will be $60,000 to $65,000/ yearFull-Time/Part-TimeFull timeAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.