Client Service Associate

Ameriprise Financial•Jacksonville, FL

49d

About The Position

A fast-growing independent wealth management firm serving individuals, families, and their businesses for over years, is currently seeking an experienced Client Service Associate to join our growing and ever evolving team in our location. We are seeking a talented individual who will step into an instrumental role by providing client relationship support by deepening existing client relationships and providing exceptional service with proactive communication.

Requirements

Very strong attention to detail
Strong organizational and computer skills
Strong work ethic and the highest level of professionalism
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to support and provide guidance for compliance within the advisor's practice
Positive attitude and sincere willingness to constantly learn and grow
Associate degree or higher
3+ years of similar experience
Background in financial services industry required

Responsibilities

Greet clients upon arrival and extend hospitality to clients
Call clients or prospects to set up meetings or appointments
Prepare agendas and forms for appointments
Complete client summary letters following client meetings
Conduct client appointment reminder calls and check-in calls on follow up items
Coordinate client appreciation events for the practice
Answer incoming calls to the office
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Maintain and order office supplies
Perform other allowable duties as assigned by the financial advisor