Client Services & Operations Specialist (Part-Time)

Ameriprise Financial; Cranston (RI); Presencial; USD 55.000 - 60.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Opportunity to move to full-time

Flexible schedule

Opportunity for advancement

Descripción de la vacante

Ameriprise Financial in Cranston is seeking a part-time administrative assistant to support financial advisors. This role involves back-office tasks and some client-facing duties, working 100% in person in our Cranston office. It offers potential for full-time advancement for the right candidate.

You will handle document preparation, client communications, and office coordination, developing strong financial services knowledge while supporting client meetings and events.

Formación

• Strong analytical, verbal communication, and writing skills.
• Strong attention to detail and desire to learn.
• Interest in financial planning, client service and investment management.
• Proficiency in MS Word, MS Excel, and the ability to learn financial planning software.
• Ability to work independently and adhere to regulations.

Responsabilidades

• Review, prepare documents and update client information for client review meetings.
• Manage and resolve client service problems.
• Set up and maintain client management system.
• Call clients or prospects to set up meetings or appointments.
• Assist with coordination of client appreciation events and seminars.
• Work with home office to ensure accurate account setup and resolve issues.
• Answer questions and provide information to clients about servicing their accounts.
• Maintain files and records per retention policy.

Conocimientos

Analytical skills

Verbal communication

Written communication

Attention to detail

Independent work

Client service mindset

Regulatory compliance

Educación

High School Diploma or equivalent

Bachelor's degree (nice to have)

Herramientas

MS Word

MS Excel

Financial planning software

Descripción del empleo

Ameriprise Financial in Cranston is seeking a part-time administrative assistant to support financial advisors. This role involves back-office tasks and some client-facing duties, working 100% in person in our Cranston office. It offers potential for full-time advancement for the right candidate.

You will handle document preparation, client communications, and office coordination, developing strong financial services knowledge while supporting client meetings and events.