Sky’s Edge Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc., is seeking a proactive, detail-oriented Client Services Manager to complement our client focused team. Your talents will contribute to an outstanding client experience by:

• Building rapport and maintaining our existing client relationships;
• Fielding client requests and inquiries, then solving for a successful outcome;
• Managing Advisor’s calendars;
• Processing and tracking business paperwork;
• Preparing agendas and documents for meetings;
• Managing correspondence;
• Assisting with new client on boarding;
• Offering operational administrative support; and
• Completing ad hoc requests as needed.

To be successful in this role, you will need:

• Associates Degree in Accounting, Finance, Business, or related field is preferred OR 5 years of related experience.
• 2 years of significant experience in client support role is required, preferably in the financial services industry.
• Ability to build rapport via phone or in person with clients is required.
• Professional, clear, and polite phone presence is required.
• Ability to be highly detailed is required.
• Demonstrated problem-solving skills is required.
• Ability to prioritize deliverables, track deliverable progress, and follow-up on outstanding matters is required.
• Ability to manage time in an efficient, self-directed manner is required.
• Ability to plan ahead, anticipate needs, and manage schedules is required.
• Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.
• Ability to be proactive and professionally assertive with Advisors is required.
• Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
• Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.
• Ability to comprehend instructions and take initiative is required.
• Highly proficient with MS Office (Word, Excel, Outlook, PowerPoint) software is required.
• Experience with SalesForce or other Client Management software is preferred.

In exchange for your talents, we offer a great clients to work with, a fun, team focused culture coupled with competitive salary (this is not a commissioned opportunity), benefits, and discretionary bonus. We are located on the West side of Madison which is abundant with great walking/biking paths and plenty of delicious lunch options. Please share your interest by sending a resume. We look forward to hearing from you!

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Experience:

• Customer service: 2 years (Required)

Ability to Commute:

• Madison, WI 53717 (Required)

Work Location: Hybrid remote in Madison, WI 53717