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Posted : Sunday, February 25, 2024 10:01 PM
Step into an instrumental role.
Help conduct the smooth operation of a fast-paced—and friendly—financial planning office.
Work as a team member of The Ventus Group, an independent Private Wealth advisory practice of Ameriprise Financial.
Assist in daily business operations.
Assist financial advisor(s) in managing and organizing office work flow, with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.
This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions.
The role will also perform other practice management tasks relating to client service as needed.
Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions: 50% Business Management Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Maintain files and records in accordance with the records retention policy Perform other allowable duties as assigned by the financial advisor(s) Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.
) that help lead to results in practice 50% Client Care Set up and maintain client management system Call clients or prospects to set up meetings or appointments Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation Attend and participate in client meetings if necessary Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s) Coordinate client appreciation events and seminars Answer unsolicited calls from prospects to schedule appointments or refer to advisor Key Traits of a Successful Client Service Associate/Manager 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 as stated and required by advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisor’s practice Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations: High school diploma or equivalent; College degree, additional education or certification in office administration is a plus.
2+ years of similar experience is a plus Excellent verbal and written communication skills.
Strong organizational and time management abilities, with the capacity to prioritize tasks effectively.
Proficiency in using office software, such as Microsoft Office Suite (Word, Excel, Outlook).
Attention to detail and accuracy in completing tasks.
Strong problem-solving skills and the ability to work well under pressure.
Demonstrated ability to handle confidential information with integrity and discretion.
Flexibility to adapt to changing priorities and work schedules.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
We celebrate the unique qualities and reward the contributions of our talented, passionate employees.
If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer.
We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time Part time
Help conduct the smooth operation of a fast-paced—and friendly—financial planning office.
Work as a team member of The Ventus Group, an independent Private Wealth advisory practice of Ameriprise Financial.
Assist in daily business operations.
Assist financial advisor(s) in managing and organizing office work flow, with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.
This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions.
The role will also perform other practice management tasks relating to client service as needed.
Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions: 50% Business Management Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Maintain files and records in accordance with the records retention policy Perform other allowable duties as assigned by the financial advisor(s) Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.
) that help lead to results in practice 50% Client Care Set up and maintain client management system Call clients or prospects to set up meetings or appointments Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation Attend and participate in client meetings if necessary Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s) Coordinate client appreciation events and seminars Answer unsolicited calls from prospects to schedule appointments or refer to advisor Key Traits of a Successful Client Service Associate/Manager 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 as stated and required by advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisor’s practice Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations: High school diploma or equivalent; College degree, additional education or certification in office administration is a plus.
2+ years of similar experience is a plus Excellent verbal and written communication skills.
Strong organizational and time management abilities, with the capacity to prioritize tasks effectively.
Proficiency in using office software, such as Microsoft Office Suite (Word, Excel, Outlook).
Attention to detail and accuracy in completing tasks.
Strong problem-solving skills and the ability to work well under pressure.
Demonstrated ability to handle confidential information with integrity and discretion.
Flexibility to adapt to changing priorities and work schedules.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
We celebrate the unique qualities and reward the contributions of our talented, passionate employees.
If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer.
We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time Part time
• Phone : NA
• Location : Daniel Island, SC
• Post ID: 9115498734
