Client Service Specialist – Paraplanner

Ameriprise Financial Services, LLC•Rochester, MN

3d•$45,000 - $90,000

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. Job Description About Echelon Wealth Partners Echelon Wealth Partners is a fast-paced financial services practice. Our mission is to bring profound impact to the lives of our clients, team members and the community. Our Values are Trust, Integrity and Excellence. Echelon Wealth Partners is in the top 1% of all Ameriprise Financial franchise practices. ameripriseadvisors.com/team/echelon-wealth-partners. The client service specialist/paraplanner is responsible for providing client relationship support to Financial Advisors, executing trades and transactions as well as preparing and processing applications. Candidates must be willing to obtain or have Securities Industry Essentials (SIE), Series 7, Series 66 and State Life/Health licenses.

Requirements

Education: Bachelor’s degree
Licenses: Securities Industry Essentials (SIE), Series 7, Series 66, State Life/Health Insurance Licenses or willingness to obtain
Experience: 1-2 years of related experience
Excellent verbal and written communication
Effective communication with clients and other advisors/staff
Positive Attitude and sincere willingness to constantly learn and grow
Proficient in Microsoft 365 technology
Organization
Time management
Service orientation
Critical thinking
Active listening
Coordination
Positive attitude

Responsibilities

Provide administrative support to Financial Advisors
Execute trades and transactions for clients
Provide relationship support through managing, gathering and analyzing client data
Work with clients to resolve issues
Prepare and process client applications and checks
Perform a variety of routine clerical tasks.
Various computer applications, such as database management and word processing.
Creates, maintains, and enters data into databases.
Schedule appointments using Salesforce CRM software.
Echelon Wealth Partners reserves the right to add or change duties at any time.