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Client Service Associate
3 days ago
Method M Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC
**Role Responsibilities**:
As a Client Service Associate, you will play a crucial role in assisting with both the planning and service sides of the practice. Your responsibilities will include:
- ** Client service assistance**: Manage and organize client appointment schedules efficiently. Provide a warm and professional welcome to clients visiting our office.
- **Client Meeting Prep**: Assist in preparing for client meetings, including:
- Updating client profiles with address, phone, and name changes.
- **Financial planning assistance**: assist with preparing PowerPoints and recommendations.
- **Administrative Tasks**: Complete various administrative tasks, including filing, mailing, faxing, and copying documents as needed.
- **Special Projects**: Collaborate on special projects as necessary, which may involve research, data analysis, or other tasks to enhance our services.
**Qualifications**:
- Previous administrative or office experience preferred.
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office suite.
- Ability to handle sensitive information with confidentiality.
- Positive attitude and a willingness to learn.
**Benefits**:
- Competitive hourly wage based on experience - $17-$20++ per hour.
- Flexible schedule - we are open to full and part-time work.
- Full-time employees will receive PTO, paid holidays, Simple IRA with a match and health insurance assistance.
- Opportunity to work in a professional and supportive team environment.
- Gain valuable experience in the financial services industry.
**How to Apply**:
If you are a motivated individual who is eager to contribute to a dynamic and client-focused team, please submit your resume and a brief cover letter outlining your relevant experience and why you are interested in this position.
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