Client Service Specialist

Ameriprise•Portage, MI

1d•Onsite

About The Position

We are experiencing exponential growth currently within our practice. As well as forecasting our growth to continue well into the future. Therefore, we are seeking an experienced Client Service Specialist to step into an instrumental role, be trainable and become a long-term asset to our fast-paced---great culture with a friendly financial planning office. This position will be part of a Client Service Specialist of an independent advisor franchisee with a private wealth advisory practice of Ameriprise Financial. This position completes tasks which allow the advisors to focus time and energy on clients and deepening client relationships. Assisting clients with service requests, answering client calls and requests, scheduling, and offering processing support are some of the activities that support our clients. This position allows the advisors the assurance that the practice is being maintained and supported within Ameriprise Financial guidelines. This position is in our office in Portage, Michigan location and will work 8:30am-5pm, Monday through Friday. Pay will be commensurate with experience.

Requirements

Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status
Demonstrate a desire in building strong relationships and delivering superior client service
Ability to work independently and keep practice leadership aware of progress and challenges
Computer skills: Word, Excel, Outlook
Ability to adhere to policies, rules and regulations as stated and required by OsborneKlein, Ameriprise Financial and FINRA
Positive attitude and sincere willingness to constantly learn and grow
Comfortable interacting with clients in-person, over the phone and virtually
Clear and polite phone manner
Team player; able to contribute and work in a team environment
Detail-oriented
Professional verbal and written communication with clients and co- workers
Excellent time management
Ability to multi-task
Ability to learn and utilize the practice’s systems and processes for working with clients
Professional attire is required within our private wealth environment

Nice To Haves

College degree
Computer skills: Microsoft Teams, contact management systems, database software, and an aptitude to learn new software tools as necessary

Responsibilities

Promote the brand of OsborneKlein’s desired image and industry position and ensure consistent client experiences within our multiple office locations
Make our clients feel welcomed; whether in-person or on the phone
Operate a multi-line multi-location phone system and handle general inquiries about the firm
Schedule client appointments
Change appointments when necessary and communicate with team members
Accommodate special request appointments and resolve schedule conflicts
Call clients, prior to their appointments, to remind them of their scheduled day and time with their advisor
Provide client service by responding to client inquiries about their accounts
Complete tasks to support client meetings, including joining the franchise advisor in client meetings
Facilitate business processing such as accessing client data, entering notes, completing forms, notating advisor direction during meetings with clients
Prepare and present correspondence and agreements for advisor and client signatures
Learn to use of proprietary financial planning software and tools
Process incoming and outgoing mail based on Ameriprise corporate compliance requirements
Maintain security by following procedures with sensitive client information
Learn and abide by Ameriprise corporate compliance and regulatory requirements