Client Services Specialist

Ameriprise Financial; Cranston (RI); On-site; USD 55,000 - 60,000; Part time

Benefits offered by this job

Opportunity to move to full-time

Flexible schedule

Opportunity for advancement

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical skills

Verbal communication

Written communication

Attention to detail

Independent work

Client service mindset

Regulatory compliance

Education

High School Diploma or equivalent

Bachelor's degree (nice to have)

Tools

MS Word

MS Excel

Financial planning software

Job description

Benefits

• Opportunity to move to full-time
• Flexible schedule
• Opportunity for advancement

Description

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is 100% in person in our Cranston office and can lead to a full-time opportunity for the right candidate.

Responsibilities

Client Care

• Review, prepare documents and update client information as needed for client review meetings
• Manage and resolve client service problems
• Perform other allowable duties as assigned by the financial advisor(s)
• 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
• Assist with client mailings

Business Processing

• Work with home office to ensure accurate account setup and resolve issues
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Maintain files and records in accordance with the records retention policy

Qualifications

Must haves

• Strong analytical, verbal communication, and writing skills
• Strong attention to detail, positive attitude and desire to learn
• An 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
• Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
• High School Diploma, or equivalent

Nice to Haves

• Bachelor's Degree
• Series 7 and 66

Job Type: Part-time

Pay Rate: $55,000 - $60,000