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Client Services Specialist

3 months ago

Cranston, Rhode Island, United States Ameriprise Financial Full time
Job DescriptionJob DescriptionBenefits:
  • 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 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


Bachelors Degree
Series 7 and 66

Job Type: Part-time

Pay Rate: $15.00 per hour