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Client Relations Coordinator
2 months ago
Key Responsibilities:
- Perform administrative tasks such as managing and distributing correspondence and processing check deposits.
- Maintain records for the office of supervisory jurisdiction and ensure client files are up to date.
- Oversee office supply inventory and manage equipment maintenance.
- Process expense reports and assist in client service operations.
Qualifications:
- Strong organizational skills and attention to detail.
- Excellent communication abilities, both written and verbal.
- Proficiency in office software and client management systems.
About the Company:
- Ameriprise Financial is dedicated to providing exceptional financial planning and asset management services to our clients.
