Client Services Specialist

4 weeks ago


Cranston, 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



  • Cranston, United States Ameriprise Financial Full time

    **Benefits**: - Opportunity to move to full-time - Flexible schedule - Opportunity for advancement **Description**: **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...


  • Cranston, United States Ameriprise Financial Full time

    Job DescriptionJob DescriptionBenefits:Opportunity to move to full-timeFlexible scheduleOpportunity for advancementDescription: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...


  • Cranston, Rhode Island, United States Ameriprise Financial Full time

    Job DescriptionJob DescriptionBenefits:Opportunity to move to full-timeFlexible scheduleOpportunity for advancementDescription: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...


  • Cranston, United States Ameriprise Financial Full time

    Job DescriptionJob DescriptionBenefits:Opportunity to move to full-timeFlexible scheduleOpportunity for advancementDescription: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...


  • Cranston, United States CompBase Full time

    **Unleash Your Customer Success Magic!** **Do you thrive on building relationships, solving problems, and seeing clients succeed?** Are you a data-driven rockstar with a passion for customer experience? Then this **Customer Success Specialist** role is for YOU! **Here's where you'll shine**: - **Be the champion**: Build positive, trusting relationships...


  • Cranston, Rhode Island, United States Hilb Group Full time

    Overview: Grow With Us At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Care Specialist to join our team. This position will report to our agency located in...

  • Client Services Lead

    19 hours ago


    Cranston, United States Miniluxe Full time

    Job Description Job Description About MiniLuxe Over the last decade, we have been reimagining and revolutionizing the world’s most used but least regulated beauty service: Nail Care. We celebrate self-care as an everyday luxury for everyone, anywhere, at any time. We are doing this by becoming the world’s leading ethical and clean nail-care brand with a...

  • Client Services Lead

    4 weeks ago


    Cranston, United States Miniluxe, Inc. Full time

    About MiniLuxeOver the last decade, we have been reimagining and revolutionizing the world's most used but least regulated beauty service: Nail Care.We celebrate self-care as an everyday luxury for everyone, anywhere, at any time. We are doing this by becoming the world's leading ethical and clean nail-care brand with a diverse and empowered community of...

  • Client Services Lead

    4 weeks ago


    Cranston, United States Miniluxe Inc Full time

    Job DescriptionJob DescriptionAbout MiniLuxeOver the last decade, we have been reimagining and revolutionizing the world’s most used but least regulated beauty service: Nail Care.We celebrate self-care as an everyday luxury for everyone, anywhere, at any time. We are doing this by becoming the world’s leading ethical and clean nail-care brand with a...


  • Cranston, United States Hilb Group Full time

    Overview: **Responsibilities**: - Create and optimize Excel formulas and functions to manipulate and analyze large datasets efficiently. - Develop macros to automate repetitive tasks, enhance data processing and improve workflow efficiency. - Implement data validation to maintain data accuracy. - Integrate external data sources seamlessly into Excel, for...


  • Cranston, United States City Personnel Full time

    Job DescriptionJob DescriptionA leading Manufacturing company in Rhode Island seeks a detail-oriented and customer-focused Data Entry Specialist to join their team. In this role, you will be responsible for accurately entering and maintaining data related to customer orders, inquiries, and other relevant information. Additionally, you will provide support to...

  • Client Coordinator

    2 weeks ago


    Cranston, United States The Good Feet Store Full time

    Description: As a Client Coordinator with The Good Feet Stoe, your role will be to ensure a positive and seamless customer experience by answering calls, scheduling appointments, and assisting with the overall needs of the store. We are seeking an enthusiastic individual who has clear communication skills, thrives in a fast-paced setting, and excels at...


  • Cranston, United States The Ladders Full time

    OverviewGrow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Relationship Manager for our Retirement Advisory Services division to join our team. We...


  • Cranston, United States Hilb Group Full time

    Overview: Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Relationship Manager for our Retirement Advisory Services division to join our team....

  • Vocational Specialist

    4 weeks ago


    Cranston, United States Elwyn Full time

    Job DescriptionFull TimeACT (Assertive Community Treatment) ProgramCranston, RISince 1852, Elwyn has helped people with autism, intellectual, developmental, and behavioral challenges lead meaningful lives. As an internationally recognized nonprofit human services organization, we have always been on the forefront of innovation.Please join us to make a...


  • Cranston, United States Onward We Learn Full time

    Section 2: Purpose of the PositionPrimary functions and purpose of this position including overall objectives of the positionAs a member of the program services team, the Program Operations Specialist works with the Chief Program Officer (CPO) and program-level Directors to support all the moving parts involved in delivering Onward We Learn full suite of...


  • Cranston, United States RISE GROUP INC Full time

    As the Commercial Weatherization Specialist for Multi-Family/ Small Business efficiency projects in Massachusetts, Rhode Island, and New Hampshire, you will need to exhibit exceptional organizational skills and have a history of marshaling weatherization projects from start to finish on-schedule and on-budget while maintaining quality standards and customer...


  • Cranston, United States Ameriprise Financial Full time

    Job DescriptionJob DescriptionFinancial Plan Writing Specialist – Externship OpportunityEntry Level or Career Changers Our Financial Plan Writing Specialists revel in the day-to-day details and data analysis to create stellar financial plans for our client advisors. If you enjoy detailed project work, data entry, data analysis, and writing, we want to...


  • Cranston, United States Cloud Analytics Technologies LLC Full time

    Local Candidates Preferred. Non-local candidates must be willing to pay for your own interview travel expenses and relocation costs **Candidates submitted over the max. bill rate will be automatically disqualified and counted as a submittal. For each position CBD allows only 2 (two) submittals from our sub-vendors/partners. So please send us only the exact...

  • Stockroom Specialist

    3 weeks ago


    Cranston, United States THE PAPER STORE Full time

    Job DescriptionJob DescriptionThe Paper Store is committed to being the premiere destination for all of our customer’s gift-giving needs. Our mission is to share our passion for The Paper Store with each customer, during each visit, by going above and beyond their expectations for both selection and service. Stockroom Specialists are responsible for...