You haven't searched anything yet.
Job Summary:
Our growing Ameriprise Private Wealth Advisory team in Billings is looking for the right person wanting a career in the most rewarding segment of financial services. Soundview provides comprehensive financial planning and custom financial solutions that consider each client’s values, needs and unique circumstances. We need great people who are interested in personal growth, working within a high-performance team, and value integrity and excellence.
Currently hiring for Client Service Specialist with superior people & organizational skills. Opportunity for advancement for the right candidate.
The ideal candidate is coachable, works with minimal supervision, has great time management skills, is detail-oriented and dependable. Solid written and verbal communication skills and the ability to multitask in a collaborative environment are a must. Working knowledge of CRM, Microsoft Office Suite, and office equipment is ideal. Training provided as needed.
Responsibilities:
· Interact via telephone, email, and in-person
· Schedule and maintain multiple calendars
· Work with the Corporate office to ensure accurate account setup and resolve issues
· Maintain files and records in accordance with records retention policy
· Facilitate prompt and correct processing of applications and other business documents
Requirements:
· Positive attitude and sincere willingness to constantly learn and grow
· Professional appearance & communication skills
· Strong work ethic and self-motivation
· Attention to detail, problem-solving skills, organization, and time management
· Effective communication with clients, advisors and team members
· Microsoft Word, Outlook, Excel and Teams, Salesforce CRM, and office equipment
· Administrative/Office experience
· High School degree or GED Certificate; additional education/work experience
We offer competitive compensation packages, including benefits such as Employer Funded Health Reimbursement Acct (HRA), 401 (k) with 6% Employer Match, Life Insurance, Short/Long Term Disability Insurance and paid time off. This is a full-time position with opportunities for career growth within our practice.
If you are a motivated individual with a passion for delivering exceptional service to clients, we would love to hear from you. Apply now to join our dynamic team as a Client Services Specialist!
Job Type: Full-time
Pay: $17.00 - $22.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
$52k-69k (estimate)
04/14/2024
08/10/2024
ameriprise.com
MINNEAPOLIS, MN
7,500 - 15,000
1987
JAMES M CRACCHIOLO
$10B - $50B
Ameriprise Auto & Home Insurance sells auto, home, condo, renters, specialty and umbrella insurance. Founded in 1987, we sell insurance directly to clients. We generally market our products in partnership with some of the worlds most well-known companies. These companies share our values: price products competitively and handle every client with care To learn more about our company, visit www.Ameriprise.com/auto-home or call 1.800.535.2011. *Ameriprise Auto & Home Insurance is the marketing name of IDS Property Casualty Insurance Company and Ameriprise Insurance Company, De Pere, WI, both of w...hich have sole financial responsibility for their own products. Insurance is underwritten by either company, depending on the state. The Ameriprise Auto & Home Insurance Agency places policies with unaffiliated insurers. Each insurer is solely responsible for the claims on its policies and pays the Agency for policies sold. Prices, coverages and privacy policies vary among these insurers. Both companies and the agency are subsidiaries of American Family Insurance Mutual Holding Company, which acquired both companies and the agency from Ameriprise Financial, Inc. in 2019. The terms Ameriprise Auto & Home Insurance, Ameriprise Insurance, Ameriprise Insurance Company and IDS Property Casualty Insurance Company are being used by American Family Insurance Mutual Holding Company under a license from Ameriprise Financial on a temporary basis. Ameriprise Auto & Home Insurance and the associated logo is a registered trademark of Ameriprise Financial, Inc. which is being used under license. Specific products may vary and may not be available in all states in accordance with state filings and applicable law. Insurance availability may vary by region or state. Discounts and savings vary by state and apply to certain coverages. Certain restrictions and limitations apply. IDS Property Casualty Insurance Company's California license number is 3726-7.
More
Show less
The job skills required for Client Service Specialist include Client Service, Problem Solving, Microsoft Office, Billing, Communication Skills, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Specialist positions, which can be used as a reference in future career path planning. As a Client Service Specialist, it can be promoted into senior positions as a Customer Service Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Specialist. You can explore the career advancement for a Client Service Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Specialist job description and responsibilities
Build and nurture strong personal relationships with clients.
03/06/2022: Boise, ID
Client services representatives manage client relationships and provide customer support.
02/22/2022: Pittsfield, MA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Specialist jobs
These positions require familiarity with customer services tools and programs.
01/27/2022: Bradenton, FL
Communicate clearly with customers.
01/17/2022: Jacksonville, FL
Step 3: View the best colleges and universities for Client Service Specialist.