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Client Service Representative

2 months ago

Lakeville, Minnesota, United States Ameriprise Financial - Minnesota Full time
{"title": "Client Service Specialist", "description": "Client Service Specialist

Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a highly organized and detail-oriented Client Service Specialist to join their team.

This is an exciting opportunity to be at the heart of client interactions, ensuring seamless communication and exceptional service.

Responsibilities
  • Client Meetings: Participate in client meetings, taking comprehensive notes and ensuring no detail is missed.
  • Meeting Preparation & Follow-Up: Assist with the preparation for client meetings and follow up on action items to keep everything on track.
  • Client Service Excellence: Handle client inquiries via email, manage account maintenance, and process new business paperwork with precision.
  • Team Support: Provide additional support for various client service tasks, contributing to the overall success of the team.
Why Join Us?
  • Growth Opportunities: We believe in nurturing talent and providing opportunities for advancement.
  • Dynamic Work Environment: Enjoy a hybrid working schedule that offers flexibility while maintaining team collaboration.
Qualifications:
  • Excellent organizational and multitasking skills.
  • Strong written and verbal communication abilities.
  • Ability to work independently and as part of a team.
  • Detail-oriented with a commitment to accuracy.
  • Previous experience in a financial services or client service role is preferred but not required.
Compensation and Benefits:
  • Competitive Salary: Starting at $57,000 per year.
  • Health & Wellness: Health insurance stipend to keep you covered.
  • Retirement Savings: 401k with a 4% company contribution.
  • Work-Life Balance: Generous PTO and paid holidays.
  • Flexibility: Opportunity for a hybrid working schedule, combining remote and in-office work.

If you are a motivated individual with a passion for client service and a keen eye for detail, we want to hear from you. Please share a resume and a cover letter explaining your interest in the position.

", "lang_code": "en"}