Sr Schedule Coordinator

Ameriprise Financial Services, LLC•Minneapolis, MN

9d•$50,800 - $69,900•Hybrid

About The Position

In this role, you will partner with up to six external Regional Vice Presidents to develop a robust activity schedule based on their travel rotation. You will proactively contact advisors to schedule and communicate the value proposition of meeting with a RiverSource wholesaler and function as the point of contact for scheduling meetings, maintaining the calendar and reporting on results and efforts.

Requirements

1-3 years of customer service/sales experience
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Nice To Haves

Knowledge of a sales organization and/or previous experience in a sales environment
SalesForce experience
Demonstrated service orientation with a focus on quality, accuracy and attention to detail
Strong written and verbal communication skills
Ability to multi-task, quickly change direction and independently prioritize work in order to support multiple individuals
Ability to anticipate needs and make independent judgments given limited supervision
Strong computer skills including; Excel, Outlook and Microsoft TEAMS

Responsibilities

Schedule and reschedule meetings for each Regional Vice President
Map out travel patterns within a loop to optimize appointment scheduling
Manage advisor expectations regarding RVP's availability and conflicts
Work with RVPs' to create a message that increases an advisor’s willingness to schedule an appointment and articulate the value an advisor will receive by meeting with the RVP
Work independently to develop criteria for creating a targeted list of advisors and recommend it to the RVP. Incorporate segmentation strategies and calling plans.
Build and maintain advisor and field office relationships.
Generate event attendance and follow-up appointments from events.
General admin support including updated advisor records with new contact information, track and report results and activity efforts.