Client Service Associate /Front Desk Receptionist

Crosby Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC is seeking a full time Client Service Associate /Front Desk Receptionist in Kirkland, WA.

http://www.ameripriseadvisors.com/jeffrey.m.crosby/profile/

As an independent arm of Ameriprise Financial, Crosby Wealth Advisors is seeking a motivated individual to work for one of the most successful financial planning and investment firms in the nation. Jeff Crosby has been a member of the Chairman’s Advisory Council for being one of the nation’s top 1% of advisors for Ameriprise since 2000. He has been selected as one of Barron’s Top 1000 advisors for the past two years straight and was named to the Ameriprise Hall of Fame in 2010.

This position requires that you possess the following skills:

• High school Diploma/ College Degree Preferred
• 40 hours/ 5-day week schedule
• 1-3 years in financial planning/asset management industry experience
• Excellent client service: Ability to communicate well with clients verbally and over email.
• Organization and time management
• Attention to detail.
• Ability to multitask and accurately relay information to customers and team members.
• Strong computer and software knowledge including Excel, PowerPoint, and MS Word.
• Mature individual to handle confidential and sensitive information
• Attitude: is confident and is a positive person who partners well with others
• Ability to continue to grow with the practice and learn new skills when needed.

As one of the top practices at Ameriprise, we receive the highest priority, quality of service, and resources available from our corporate partners. This helps to ensure our clients receive the best possible experience.

Responsibilities:

Client Service:

· Provides support for special projects as assigned.

· Acts as client liaison to team members to ensure a high level of assistance is provided to clients and that outstanding service levels are met at all times.

· Acts as lead follow-up with Home Office on all applications and other paperwork in queue.

· Manage client contact, which may include updating client and prospect information, client service calls, client deliverables, and client paperwork. Manages and resolves client service issues.

· Prepares and verifies information for client forms, applications, and other documents.

· Prepares and ensures new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation, tracking applications, and coordinating rollovers.

· Provide backup assistance for team members as needed. Performs a variety of administrative duties for all areas of business as needed.

· Support compliance within the practice and fulfills all compliance responsibilities. Develops an understanding and adheres to all compliance regulations throughout the course of employment.

· Accepts and performs other duties as assigned

Front Desk/Receptionist:

· Responsibilities will include answering phones and directing calls to the appropriate planner/staff.

· Greet agent’s clients and offer & deliver refreshments.

· Create a warm and welcoming environment for all clients and walk-ins.

· Keep coffee/drink area stocked and attractive for client use.

· Ordering office supplies when needed.

Mail:

· Sort all incoming mail and checks, log them as appropriate and then distribute to agents and staff.

You will play a key role with clients and will be an important team member of Crosby Wealth Advisors. You will have the ability to work in a professional office setting with an amazing culture and environment where you will learn the industry from the best of the best.

About Ameriprise: Ameriprise Financial has a 115-year history of building long-lasting, personal client-advisor relationships. We treat our clients as we treat each other - with fairness, dignity and respect. It's no wonder we're America's leader in financial planning. Here, you can get the training and support you need to advance in your career, collaborate with peers in a diverse family-like environment, and know that your efforts will be rewarded. Our business is helping clients plan for their goals and dreams, and we want to inspire you to achieve your own.

Schedule:

• Monday to Friday

Work Location: In person

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $45,000 - $50,000