Wealth Client Experience Associate

ClearCourse Wealth Advisors, Private wealth advisory practice of Ameriprise Financial Services, LLC; Columbus (OH); Presencial; USD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid vacation, sick time, and holidays

Life & Health Insurance

401(k) eligibility after 6 months

Professional development & Leadership

Descripción de la vacante

ClearCourse Wealth Advisors in Columbus, OH is seeking a Private Wealth Client Associate to help clients navigate financial decisions, coordinate meetings, and ensure smooth operations behind the scenes.

You will work closely with advisors, paraplanners, and staff to deliver exceptional service, handle paperwork, respond to client inquiries, and support events while growing within the financial services industry.

Formación

• 4+ years of experience in a client service, administrative, or financial services role.
• College degree or equivalent work experience preferred.
• Financial industry experience is a plus.
• Basic knowledge of investments, insurance, and annuities is helpful.

Responsabilidades

• Creating a welcoming experience for clients
• Scheduling meetings and keeping advisors organized
• Preparing paperwork, forms, and client communications
• Answering client questions, helping solve problems, trading and money movements
• Tracking new business and following up on outstanding items
• Supporting client events and appreciation initiatives
• Working closely with advisors, paraplanners, and team members to deliver outstanding service

Conocimientos

Client-focused

Highly organized

Attention to detail

Strong communicator

Tech-savvy

Team player

Eager to learn

Educación

College degree or equivalent

Descripción del empleo

ClearCourse Wealth Advisors in Columbus, OH is seeking a Private Wealth Client Associate to help clients navigate financial decisions, coordinate meetings, and ensure smooth operations behind the scenes.

You will work closely with advisors, paraplanners, and staff to deliver exceptional service, handle paperwork, respond to client inquiries, and support events while growing within the financial services industry.