**Position Description**: Step into an instrumental role. Help conduct the smooth operation of a financial planning office. Work as an employee of Crownstone Wealth Management, a financial advisory practice of Ameriprise Financial.

Assist in daily business operations. Assist financial advisors in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.

This role requires excellent verbal and written communication with clients. The client concierge provides client relationship support through interacting directly with clients to ensure consistent follow through, acting as a liaison to answer client questions. The role will also perform other practice management tasks such as coordinating events and projects, and managing the general needs of the office.

Responsibilities and Time Allocation - Generally a 9am-5pm position, but will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

**Functions include both client care and practice management**:

- Lead our team in celebrating our clients’ life events by sending birthday cards, arranging retirement gifts, baby gifts etc.
- Greet and speak with clients before appointments; help them to feel welcome and appreciated
- Managing the calendar of multiple advisors
- Assist in developing and improving Standard Operating Procedures
- Implementing team initiatives
- Maintain client and business files and records
- Maintaining office inventories
- Managing our Team’s social presence: aid in keeping the team’s social media and website
- Coordinate client appreciation events

**Key Traits of a Successful Client Service Associate/Manager**
- Desire to know and connect with our clients during your interactions
- Direct attention to detail and organization
- Effective communication with clients and other advisors/staff; polite and clear written and verbal communication
- Effective and efficient time management
- Ability to support and provide guidance for compliance within the Team’s practice
- Positive attitude and sincere willingness to constantly learn and grow

**Education and Other Designations**:

- College degree or higher preferred
- 2+ years of customer service or similar experience preferred

Pay: $22.50 - $25.50 per hour

Expected hours: 40 per week

**Benefits**:

- Dental insurance
- Health insurance
- Paid sick time
- Paid time off
- Parental leave
- Professional development assistance
- Vision insurance

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Work Location: In person