Client Relationship Manager

Ameriprise Financial - Michigan • Troy, MI

3h • Onsite

About The Position

A Financial advisory practice in Troy, MI is seeking a full-time Client Relationship Manager to join their innovative and dynamic team. This role serves as the first point of contact for clients, acting as the face of the practice. The Client Relationship Manager will assist Financial Advisors and Associate Financial Advisors in managing office workflow and interacting with clients professionally. Clients will depend on this role for timely responses and assistance with all service-related questions.

Requirements

• Bachelor's degree from four-year college or university
• Minimum of 2+ years of similar work experience in a professional office environment, ideally in the financial services industry
• Pleasant, professional and friendly manner with excellent interpersonal skills
• Strong team player
• Highly organized, accurate, and attention to detail
• Proven independent problem-solving skills
• Conflict resolution skills
• Strong problem-solving skills
• Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook
• Excellent written and verbal communication skills
• Ability to handle multiple responsibilities
• Strong personal and business ethics and integrity

Nice To Haves

• Experience in Salesforce is a bonus

Responsibilities

• First point of contact for client calls; handles calls when possible, or forwards to appropriate team member
• Updates and maintains data utilizing a CRM tool
• Prepares documentation and related files in preparation and follow-up of client meetings
• Opens all client accounts, prepares applications for e-signature, etc.
• Onboards clients by getting data and inputting it into the system and gives clients a white glove experience
• Completes estate settlements
• Reads all posted meeting notes and completes tasks assigned
• Conducts multiple service checkpoint calls with clients
• Assists advisors with their managed account reviews by following up with those clients that need appointments for their review
• Assists advisors with client letters as needed
• Maintains a practical filing system to ensure accessibility, with value on consistency, organization and timely updates
• Marketing events on occasion
• Operates standard office equipment such as a copier, fax machine, scanner, computer, and printer in a proficient manner.
• Backs up phones and receptionist
• Special projects as assigned

Benefits

• Health Insurance
• Vision
• dental
• LT and ST DI
• 401k
• PTO
• paid holiday

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level