Financial Operations Coordinator

2 days ago


Montgomery, Alabama, United States Gratium Wealth Planning, Ameriprise Financial Full time
Client Service Specialist

Gratium Wealth Planning, Ameriprise Financial is seeking a highly skilled Client Service Specialist to join our team. As a key member of our financial planning office, you will play a vital role in ensuring the smooth operation of our daily activities.

The ideal candidate will possess excellent interpersonal skills, a polite and clear phone manner, and effective communication skills. You will be responsible for managing and organizing office workflow, creating and delivering a unique client experience, and providing exceptional support to our financial advisors.

Key Responsibilities:

  • Schedule client appointments and conduct reminder calls
  • Assist financial advisors in managing office workflow and creating a personalized client experience
  • Provide exceptional support to clients, including answering questions and resolving issues
  • Prepare correspondence for advisor signature and maintain client files in CRM
  • Document client calls and contacts, and file documents in Box and Online File Manager
  • Prepare charts, graphs, and visual aids for client meetings
  • Manage and resolve client service problems, and provide necessary follow-up
  • Calculate systematic sells/payouts for clients and purchase amounts based on advisor recommendations
  • Track attendance for client and prospect events, and prepare invitations

Requirements:

  • High level of interpersonal skills and effective communication skills
  • Polite and clear phone manner, and proficient computer and application skills
  • Direct attention to detail and organization, and effective time management
  • Ability to multi-task and maintain a positive attitude


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