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Client Service Specialist (Alpena, Michigan)
Job Summary
OsborneKlein has experienced significant growth in the past 5 years and are forecasting our growth to continue exponentially well into the future. Therefore, we are seeking a person to step into an instrumental role, be trainable and become a long-term asset to our fast-paced---and friendly---financial planning office. Work as an employee 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 located in our Alpena, Michigan office and will work 8:00am-5:00pm, Monday through Friday.
Responsibilities and Duties
This role requires an outstanding level of professional conduct and demonstrated ability to respect clients and maintain confidentiality of information related to client activity as well as the business practices of the firm. It is required that all client contacts and activities be documented in a compliant manner as defined by practice management and Ameriprise Financial.
Core Responsibilities
➢ Change appointments when necessary and communicate with team members
➢ Accommodate special request appointments and resolve schedule conflicts
Required Qualifications
Preferred Qualifications
Misc Necessary Job Competencies
Job Type: Full-time
Salary: Hourly, W-2, Non-Exempt
Benefits: Available
Job Type: Full-time
Pay: From $18.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
$46k-58k (estimate)
05/01/2024
05/02/2024