What are the responsibilities and job description for the Client Service Specialist position at Ameriprise Financial Services, LLC?
About Us
LPM Advisory Group is a fast-growing firm with two primary office locations in Concord NH and Scarborough ME, as well as satellite locations across NH. We are an Asset Management and Financial Planning franchise of Ameriprise Financial; our services are comprehensive and cover all phases of life from accumulation through to retirement, as well as financial goal tracking and investment strategy. With close to 1 billion in Assets Under Management our growth is constant and derived from organic referrals -we create fans not just clients! We are looking for an enthusiastic, organized, dedicated, proactive and confident person to join our amazing team!
Step into an instrumental role in our primary office location in Concord NH. Assist Financial Advisors with the smooth operation of a fast-paced—and friendly—Financial Planning and Asset Management Firm. Work as a team member of an award winning, nationally ranked, private wealth practice of Ameriprise Financial, Inc. This position offers excellent exposure to applicants that are new to the Financial Services Industry and values those applicants with previous experience. It is a launching pad for growth within our expanding Practice and provides the foundation for multiple career paths.
The Client Service Specialist will primarily assist Financial Advisor(s) in the Financial Planning and Investment workflow – from meeting preparation to account monitoring, to deliverables. It Includes working with clients to resolve ad-hoc issues and special projects as required. With a focus on Enhanced Tax Planning as part of the financial planning process, accounting or tax experience is a huge plus. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Responsibilities and time allocation will change over time to meet the needs of the Practice and can include other duties as assigned.
Position Functions
Financial Planning & Advice/Product Solutions
Prepare preliminary financial planning and meeting preparation using proprietary Ameriprise tools
Prepare appropriate sales material and paperwork for new accounts, product applications, account maintenance and related client service
Monitor account asset allocations and models as directed by Advisor, trading activity, maturing securities, client suitability, and fiduciary account review process
Client Service & Management
Emphasis on delivering a “WOW” client experience
Maintain client profiles, document interactions, schedule using Salesforce CRM tool
Resolve ad-hoc client questions and complete transactions, money movement, and routine client account maintenance
Key Traits of a Successful Client Service Specialist
Attention to detail and organization with a strong sense of accountability and respect for compliance environment
Emphasis on quality output and ability to discern next-steps and follow-through on multi-step action items
Knowledge of general office procedures and investment concepts and practices
Confident, polished, and articulate with polite and clear communication skills
Emotional competence and commitment to professionalism in stressful situations,
Ability to travel to satellite office locations within the state of NH
Education And Other Designations
College degree in business, finance or accounting preferred; some college combined with below qualifications considered
Previous industry or accounting experience and licensing prioritized, if not:
Must have previous client service or administrative experience
Willingness to pursue licensing, certifications, and designations within the finance industry
$50-$70,000 depending on education, experience, and licensing
Full-time, in-person, in Concord NH
Benefits
401K, profit sharing, paid holidays and unlimited(discretionary) time off,
Health insurance pay, life, disability, dental, and vision offered at employee expense.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
LPM Advisory Group is a fast-growing firm with two primary office locations in Concord NH and Scarborough ME, as well as satellite locations across NH. We are an Asset Management and Financial Planning franchise of Ameriprise Financial; our services are comprehensive and cover all phases of life from accumulation through to retirement, as well as financial goal tracking and investment strategy. With close to 1 billion in Assets Under Management our growth is constant and derived from organic referrals -we create fans not just clients! We are looking for an enthusiastic, organized, dedicated, proactive and confident person to join our amazing team!
Step into an instrumental role in our primary office location in Concord NH. Assist Financial Advisors with the smooth operation of a fast-paced—and friendly—Financial Planning and Asset Management Firm. Work as a team member of an award winning, nationally ranked, private wealth practice of Ameriprise Financial, Inc. This position offers excellent exposure to applicants that are new to the Financial Services Industry and values those applicants with previous experience. It is a launching pad for growth within our expanding Practice and provides the foundation for multiple career paths.
The Client Service Specialist will primarily assist Financial Advisor(s) in the Financial Planning and Investment workflow – from meeting preparation to account monitoring, to deliverables. It Includes working with clients to resolve ad-hoc issues and special projects as required. With a focus on Enhanced Tax Planning as part of the financial planning process, accounting or tax experience is a huge plus. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Responsibilities and time allocation will change over time to meet the needs of the Practice and can include other duties as assigned.
Position Functions
Financial Planning & Advice/Product Solutions
Prepare preliminary financial planning and meeting preparation using proprietary Ameriprise tools
Prepare appropriate sales material and paperwork for new accounts, product applications, account maintenance and related client service
Monitor account asset allocations and models as directed by Advisor, trading activity, maturing securities, client suitability, and fiduciary account review process
Client Service & Management
Emphasis on delivering a “WOW” client experience
Maintain client profiles, document interactions, schedule using Salesforce CRM tool
Resolve ad-hoc client questions and complete transactions, money movement, and routine client account maintenance
Key Traits of a Successful Client Service Specialist
Attention to detail and organization with a strong sense of accountability and respect for compliance environment
Emphasis on quality output and ability to discern next-steps and follow-through on multi-step action items
Knowledge of general office procedures and investment concepts and practices
Confident, polished, and articulate with polite and clear communication skills
Emotional competence and commitment to professionalism in stressful situations,
Ability to travel to satellite office locations within the state of NH
Education And Other Designations
College degree in business, finance or accounting preferred; some college combined with below qualifications considered
Previous industry or accounting experience and licensing prioritized, if not:
Must have previous client service or administrative experience
Willingness to pursue licensing, certifications, and designations within the finance industry
- NOTE - if not already appropriately licensed, growth in the Practice will require federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses
$50-$70,000 depending on education, experience, and licensing
Full-time, in-person, in Concord NH
Benefits
401K, profit sharing, paid holidays and unlimited(discretionary) time off,
Health insurance pay, life, disability, dental, and vision offered at employee expense.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Salary : $50,000 - $70,000