Front Desk & Client Services Coordinator

Ameriprise Financial Services, LLC; Glendale (AZ); Presencial; USD 35.000 - 52.000; Jornada completa

Descripción de la vacante

Ameriprise Private Wealth Advisory Practice in Glendale, AZ is seeking an administrative professional to support client service and operations. The role focuses on being the first point of contact, handling calls, scheduling, and coordinating communications with clients to deliver a superior experience.

You will manage calendars, assist with forms and meetings, and provide general administrative support while maintaining confidentiality and professionalism in a fast-paced environment.

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 with 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.

Responsabilidades

• Responsible for answering all incoming calls, helping clients when possible, taking accurate messages, and routing calls appropriately.
• Ensures clients are connected with the appropriate team member to handle their needs.
• Greets clients, extends hospitality, directs them to the appropriate area, and alerts appropriate team member.
• Responsible for calendar management; including, scheduling and confirming client appointments, preparing agendas and required forms for meetings, maintaining service cycles, and properly documenting all client contact.
• Routes incoming mail and correspondence.
• Prepares outgoing mail and correspondence.
• Coordinates monthly/quarterly/yearly mailings for the practice.
• Provides general administrative support such as preparing correspondence, the completion of forms, generating reports, processing confidential documents, and maintaining supplies for the practice.
• Assists with special projects for various areas of the Company.

Conocimientos

Client service experience

Customer service

Organizational skills

Professionalism

CRM proficiency

Excel

Word

Outlook

Compliance awareness

Herramientas

CRM software

Excel

Word

Outlook

Descripción del empleo

Ameriprise Private Wealth Advisory Practice in Glendale, AZ is seeking an administrative professional to support client service and operations. The role focuses on being the first point of contact, handling calls, scheduling, and coordinating communications with clients to deliver a superior experience.

You will manage calendars, assist with forms and meetings, and provide general administrative support while maintaining confidentiality and professionalism in a fast-paced environment.