What are the responsibilities and job description for the Client Service Associate/Financial Advisor Trainee position at ClearEdge Private Wealth a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC?
Are you ready to be the heartbeat of an exceptional client experiences in a dynamic financial services environment? ClearEdge Private Wealth, a Forbes Best-in-State Wealth Management Team, is seeking a Client Service Associate to elevate our client interactions to new heights. You'll be part of a team dedicated to the financial well-being of our clients, ensuring they receive unparalleled care, communication while learning about the wealth management industry.
Why Join Us?
As a Client Service Associate, you'll be both in an operations role and a client service role, while working directly and supporting the financial advisors on our team. Your role will be pivotal in shaping our clients' journey, from coordinating seamless meetings and events to helping prepare and follow up on client needs and meetings. If you thrive on delivering superior service and love connecting with people, this is the perfect opportunity for you.
Key Responsibilities:
· Deliver Exceptional Client Service: Handling incoming calls and troubleshooting issues, you'll ensure every client feels valued and supported. Efficiently manage schedules and appointments for our team, executing our client service system, while completing detailed tasks
· Financial Planning & Advice/Product Solutions: Prepare preliminary financial planning recommendations and solutions for advisors to use during meetings. Coordinate with advisors to complete all required business processing and follow ups from meetings.
· Marketing Support: Coordinating with our marketing team and assisting in maintaining digital platforms, crafting newsletters, and delivering our giftology program.
Requirements:
· Skills and Qualifications: A high school diploma is required, with an associate's/bachelor’s degree preferred. You should have at least 2 years of experience in client service or financial services. Financial Service Licensing preferred.
· Communication Skills: Exceptional verbal and written communication skills are essential, along with superior skills in all Microsoft Office applications. Adherence to a strict standard of client confidentiality.
· Professionalism: Maintain confidentiality, uphold ethical standards, and demonstrate courteous conduct in all interactions.
· Team Player: Collaborate effectively with different groups and work styles, ensuring seamless teamwork.
Join Our Team Today!
If you're ready to bring your effective communication skills, positive attitude, and organizational skills to a team that values client-centric service and professionalism, apply now. We're committed to supporting our clients and each other with the highest ethical standards and a client-first mindset. Come grow with us at ClearEdge Private Wealth.
Full Time, In Office, position with benefits!
· Medical, Dental, Vision, Life, Disability, 401k with company match and Profit Sharing