Client Service Associate
About The Position
Clear Edge Private Wealth, a Forbes Best-in-State Wealth Management Team, is seeking a Client Service Associate to support exceptional client experiences in a financial services environment. The role combines operations and client service responsibilities and involves working directly with and supporting the team’s financial advisors. The associate helps coordinate meetings and events, prepare for and follow up on client needs, and contribute to clients’ financial well-being while learning about the wealth management industry. This position is with an Ameriprise Financial franchise owner. The salary is commensurate with experience and ranges from $40,000 to $55,000. The role is full-time.
Requirements
- High school diploma required.
- At least 2 years of experience in client service or financial services.
- Exceptional verbal and written communication skills.
- Superior skills in all Microsoft Office applications.
- Maintain strict client confidentiality and uphold ethical standards.
- Demonstrate courteous conduct and collaborate effectively with different groups and work styles.
- Financial service licensing preferred.
- Associate's or bachelor's degree preferred.
Nice To Haves
- Financial service licensing.
- Associate's or bachelor's degree.
Responsibilities
- Handle incoming calls and troubleshoot client issues, ensuring clients feel valued and supported.
- Manage team schedules and appointments and execute the client service system while completing detailed tasks.
- Prepare preliminary financial planning recommendations and solutions for advisors to use in meetings.
- Coordinate with advisors to complete required business processing and follow-up after meetings.
- Support advisors in developing relationships with prospective clients and centers of influence, including CPAs, attorneys, and other financial advisors.
- Support outreach through phone calls, emails, meeting coordination, and follow-up communication.
- Maintain prospect databases, track referral opportunities, and contribute to initiatives that grow the firm's client base and strategic partnerships.
- Coordinate client meetings and events and help prepare for and follow up on client needs.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401(k) with company match
- Profit sharing
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
