Client Concierge

Ameriprise•Florham Park, NJ

1d•Onsite

About The Position

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. Position Description & Summary of Role: Step into a purpose driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced – and friendly –financial planning team by assisting in daily business functions, delivering a remarkable client experience that inspires confidence, simplifies life, and reduces stress for clients and team members. Springbrook Wealth Advisors has a trusting environment that is focused on leadership and results. This role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects and managing business-as-usual tasks.

Requirements

Strong organizational and computer skills
Attention to detail and organization
Effective communication with clients and other advisors/team members
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Adaptive mindset
Positive attitude and sincere willingness to constantly learn and grow
Proficiency in Microsoft Word and Excel is required.

Responsibilities

Prepare and ensure financial advisors’ new business paperwork processes successfully, which may include preparing forms, obtaining appropriate signatures, and tracking new business
Maintain connection with clients on an on-going basis by making quarterly service calls
Communicate issues we have with service, technology, platinum partners, etc. with advisor and provide feedback to Home Office contacts to resolve if necessary
Follow-up with client and home office on related issues
Prepare cases for client visits
Track key client-related processes are completed by due date
Assist and lead ad-hoc projects as needed or assigned by Leader and advisors
Process Mail and Funds compliantly
Greet clients upon arrival and extend hospitality to clients
Answer and field client phone calls and text messages
Schedule client appointments and maintain the team calendar
Process business applications through an internal electronic system
Make brief notes each day in CRM concerning client calls, follow up, and tasks.
Assist with various tasks throughout the day
Communicate issues to Leaders and provide feedback they can act upon