Client Relations Specialist

2 weeks ago


Saginaw, Michigan, United States Ameriprise Financial Full time

Role Overview:
As a vital member of the team, you will support financial advisors in delivering exceptional service to clients. Your responsibilities will include:

  • Client Assistance: Aid advisors in managing client relationships by preparing comprehensive financial strategies and conducting thorough investment analyses.
  • Meeting Coordination: Organize and confirm client meetings, ensuring all details are meticulously arranged.
  • Transaction Management: Facilitate the execution of trades and transactions as directed by the financial advisor.

Key Skills:
Client Service, Financial Planning, Investment Research, Transaction Processing, Relationship Management.



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