Senior Scheduling & Advisor Engagement Lead

RiverSource

Minneapolis (MN)

On-site

USD 51,000 - 70,000

Full time

42 hours ago
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Benefits offered by this job

Vacation time
401(k)
Health insurance

Job summary

RiverSource is seeking a Scheduling Coordinator to partner with up to six Regional Vice Presidents, pro-actively scheduling meetings and managing calendars. You will communicate value propositions to advisors, coordinate travel patterns, and maintain strong advisor relationships across a fast-paced environment.

The role requires 1–3 years of customer service or sales experience, sharp attention to detail, and proficiency in Excel, Outlook, and Microsoft Teams.

Qualifications

  • 1–3 years of customer service/sales experience.
  • Demonstrated service orientation with focus on quality and accuracy.
  • Strong written and verbal communication skills.
  • Ability to multi-task and prioritize for multiple stakeholders.
  • Ability to work with limited supervision and take initiative.
  • Proficient in Excel, Outlook, and Teams.

Responsibilities

  • Schedule and reschedule meetings for up to six Regional Vice Presidents.
  • Map travel patterns to optimize appointment scheduling.
  • Manage advisor expectations regarding availability and conflicts.
  • Collaborate with RVPs to craft messaging that drives engagement.
  • Develop criteria for targeted advisor lists and apply segmentation strategies.
  • Build and maintain advisor and field office relationships.

Skills

Customer service
Sales experience
Communication
Prioritization
Independent judgment
Multi-tasking

Tools

Excel
Outlook
Microsoft Teams

Job description

RiverSource is seeking a Scheduling Coordinator to partner with up to six Regional Vice Presidents, pro-actively scheduling meetings and managing calendars. You will communicate value propositions to advisors, coordinate travel patterns, and maintain strong advisor relationships across a fast-paced environment.

The role requires 1–3 years of customer service or sales experience, sharp attention to detail, and proficiency in Excel, Outlook, and Microsoft Teams.

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