Strategic Scheduler for Regional VPs

00013 RiverSource Distributors; Minneapolis (MN); On-site; USD 51,000 - 70,000; Full time

Job summary

Ameriprise Financial is seeking a Scheduling Coordinator to partner with up to six external Regional Vice Presidents to develop a robust travel-based activity schedule and to proactively contact advisors to communicate the value of meeting with a RiverSource wholesaler. You will be the point of contact for scheduling meetings, maintaining calendars and reporting on results.

The role requires 1–3 years of customer service or sales experience, strong written and verbal communication, and the

Qualifications

• One to three years of customer service/sales experience.
• Demonstrated service orientation with a focus on quality, accuracy and attention to detail.
• Strong written and verbal communication skills.
• Ability to multi-task, quickly change direction and independently prioritize work.
• Ability to anticipate needs and make independent judgments given limited supervision.

Responsibilities

• Schedule and reschedule meetings for each Regional Vice President.
• Map out travel patterns within a loop to optimize appointment scheduling.
• Manage advisor expectations regarding RVP's availability and conflicts.
• Collaborate with RVPs to craft a message that increases advisor willingness to meet.
• Develop criteria for targeted advisor lists and present to the RVP.
• Incorporate segmentation strategies and calling plans.
• Build and maintain advisor and field office relationships.
• Generate event attendance and follow-up appointments from events.
• Provide general admin support including updating advisor records and reporting results.

Skills

Customer service

Communication

Multitasking

Independent judgment

Attention to detail

Tools

Excel

Outlook

Microsoft Teams

Job description

Ameriprise Financial is seeking a Scheduling Coordinator to partner with up to six external Regional Vice Presidents to develop a robust travel-based activity schedule and to proactively contact advisors to communicate the value of meeting with a RiverSource wholesaler. You will be the point of contact for scheduling meetings, maintaining calendars and reporting on results.

The role requires 1–3 years of customer service or sales experience, strong written and verbal communication, and the