Client Services & Front Desk Specialist

Ameriprise Financial Services; Glendale (AZ); Presencial; USD 36.000 - 52.000; Jornada completa

Descripción de la vacante

Ameriprise Financial is seeking an administrative professional to support a Private Wealth Advisory Practice in Glendale, AZ. The role focuses on delivering a standout client experience, managing calls, calendars, and correspondence, while upholding compliance and professionalism.

Ideal candidates have at least one year of client service experience in a fast-paced environment, strong interpersonal skills, and proficiency with CRM and Microsoft Office.

Formación

• At least one year of client service experience in a fast-paced environment.
• Strong customer service and interpersonal skills for handling sensitive and confidential situations.
• Organizational skills, ability to prioritize a diverse workload and multi-tasking, and taking initiative in daily responsibilities.
• Strong work ethic, courteous, team player, and high degree of professionalism.
• Proficiency in CRM, Excel, Word, and Outlook is required.
• Ability to adhere to rules and regulations as stated and required by Advisor and Ameriprise Financial.
• Ability to support compliance within the Advisor's practice.

Responsabilidades

• Answer all incoming calls, help clients when possible, take accurate messages, and route calls appropriately.
• Ensure clients are connected with the appropriate team member to handle their needs.
• Greet clients, extend hospitality, direct them to the appropriate area, and alert appropriate team member.
• Calendar management; scheduling and confirming client appointments, preparing agendas and required forms for meetings, maintaining service cycles, and documenting all client contact.
• Route incoming mail and correspondence.
• Prepare outgoing mail and correspondence.
• Coordinate monthly/quarterly/yearly mailings for the practice.
• Provide general administrative support such as preparing correspondence, forms, reports, processing confidential documents, and maintaining supplies for the practice.
• Assist with special projects for various areas of the Company.

Conocimientos

Client service

Interpersonal skills

Time management

Professionalism

CRM

Excel

Word

Outlook

Compliance

Compliance support

Descripción del empleo

Ameriprise Financial is seeking an administrative professional to support a Private Wealth Advisory Practice in Glendale, AZ. The role focuses on delivering a standout client experience, managing calls, calendars, and correspondence, while upholding compliance and professionalism.

Ideal candidates have at least one year of client service experience in a fast-paced environment, strong interpersonal skills, and proficiency with CRM and Microsoft Office.