What are the responsibilities and job description for the Client Concierge position at Mettle Financial Group -Ameriprise Financial...?
Step into a purpose driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced – and friendly –financial planning team by assisting in daily business functions, delivering a remarkable client experience that inspires confidence, simplifies life, and reduces stress for clients and team members. Mettle Financial Group has a trusting environment that is focused on leadership and results.
This role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects and managing business-as-usual tasks.
Client Service/Business Management:
- Prepare and ensure financial advisors’ new business paperwork processes successfully, which may include preparing forms, obtaining appropriate signatures, and tracking new business
- Maintain connection with clients on an on-going basis by making quarterly service calls
- Communicate issues we have with service, technology, platinum partners, etc. with advisor and provide feedback to Home Office contacts to resolve if necessary
- Follow-up with client and home office on related issues
- Prepare cases for client visits
Administrative:
- Assist and lead ad-hoc projects as needed or assigned by Leader and advisors
- Process Mail and Funds compliantly
- Greet clients upon arrival and extend hospitality to clients
- Answer and field client phone calls
- Make brief notes each day in CRM concerning client calls, follow up, and tasks.
- Assist with various tasks throughout the day
- Communicate issues to Leaders and provide feedback they can act upon
Key Traits of Success:
- Strong organizational and computer skills
- Attention to detail and organization
- Effective communication with clients and other advisors/team members
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Adaptive mindset
- Positive attitude and sincere willingness to constantly learn and grow
Proficiency in Microsoft Word and Excel is required.
Job Type: Full-time
Pay: $48,000.00 - $60,000.00 per year
Work Location: In person
Salary : $48,000 - $60,000