Financial Operations Coordinator

4 weeks ago


Marinette, Wisconsin, United States Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time
Client Service Associate

Join Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, in a dynamic role that requires exceptional organizational skills and attention to detail.

Key Responsibilities:
  • Manage calendars and appointment scheduling for multiple advisors in multiple office locations.
  • Provide exceptional client service, answering questions and providing information as requested.
  • Maintain client management systems and documentation.
  • Prepare meeting materials and maintain files and records.
  • Perform other duties as assigned by the financial advisor(s) and associate financial advisor(s).
Requirements:
  • 2+ years of similar experience.
  • Direct attention to detail and organization.
  • Effective communication with clients and other advisors/staff.
  • Effective and efficient time management.
  • Polite and clear phone manner.
  • Ability to multi-task.
  • Ability to adhere to rules and regulations.
  • Positive attitude and willingness to learn and grow.
What We Offer:
  • Competitive compensation.
  • Health Benefits, 401(k) Retirement Plan with Employer Match, Paid Holidays, Paid Vacation.
  • Named by Investment News as a 2021 Best Places to Work.


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