Client Service Specialist

Client Service SpecialistStep into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor and staff. The Client Service Specialist supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The Client Service Specialist allows the advisors the assurance they need to know that their practice is being maintained and supported within Ameriprise Financial guidelines. This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, scanning, and/or organizing the logistics of a client events. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.Position Functions:80% Administrative AssistanceAnswer phone calls for the practice and divert them as neededSchedule and reschedule client appointmentsProcess incoming mail on the practice's designated daysPrepare agendas and forms for appointmentsCopy and track all client and practice materials including business correspondenceFollow-up with corporate's home office on related issuesConduct client appointment reminder calls and check-in calls on follow up itemsPrepare correspondence for advisor signatureMaintain a digital filing systemMaintain multiple email inboxesAssist the planning assistants, paraplanners, client service managers, and advisorsPerform other allowable duties as assigned by the financial advisors and staff20% Client CareGreet clients upon arrival and extend hospitality to clientsSet up and maintain client management systemWrite notes or letters to clients on personal letterhead of administrative nature only and administer client appreciationDocument client communicationTrack client anniversaries and make appropriate contact per established client contact model service modelAssist with planning marketing events for clients and attend the planned events after hours to facilitate admission into venuesKey Traits of a Successful Client Service Specialist:Strong organizational and computer skillsSelf-starterDirect attention to detail and organizationEffective communication with clients, advisors, and staffEffective and efficient time managementPolite and clear phone mannerProficient with Microsoft Office ApplicationsAbility to multi-taskAbility to adhere to rules and regulations as stated and required by advisor and AmeripriseAbility to support and provide guidance for compliance within the advisor's practicePositive attitude and sincere willingness to constantly learn and growEducation:High school degree or higherJob Type: Full-time (M-F 9:00 am to 5:00 pm)Pay: Base salary range of $45,000 to $55,000 per year with potential for quarterly performance-based incentivesBenefits:Health, dental, and vision insuranceLife insuranceDisability insurancePaid time offRetirement plan matchingWork Location: On-site in Atlanta, GA 30308At Ameriprise Financial, we're not just in the business of helping clients with their financial goals we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.