Business Operations Coordinator

4 weeks ago


Minneapolis, Minnesota, United States Ameriprise Financial Full time

This role supports the daily operations of a fast-paced financial planning office at Ameriprise Financial. Key responsibilities include scheduling client appointments, preparing agendas, and maintaining client management systems.


Key Functions:
  • Schedule client appointments and prepare agendas/forms for appointments.
  • Follow-up with home office on related issues.
  • Conduct client appointment reminder calls and check-in calls on follow-up items.
  • Greet clients upon arrival and extend hospitality to clients.
  • Set up and maintain client management system.
  • Document client contacts/calls.
  • Track client special events and make appropriate contact per established client contact model.

Provide exceptional customer service by answering questions and providing readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.


Requirements:
  • Strong organizational and computer skills.
  • Direct attention to detail and organization.
  • Effective and efficient time management.
  • Polite and clear phone manner.
  • Ability to multitask.
  • Positive attitude and sincere willingness to constantly learn and grow.


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