What are the responsibilities and job description for the Wealth Management Client Service Specialist position at Saunders Wealth Management - Ameriprise Financial?
Excellent opportunity within the Private Wealth Management industry.
Looking for a team player who is interested in a long-term opportunity to grow and advance, helping shape an established financial planning practice. Individual must be detail and service oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.
In addition, the appropriate candidate will possess the following attributes:
Strong verbal and written communication skills, empathetic listening skills
Proficient in technology platforms, including Microsoft Word, Excel, Outlook, and Adobe Acrobat
Able to understand, analyze, and address client questions and concerns, and provide solutions
Independent and self motivated
Enthusiastic, flexible, and professional
Excellent organizational skills and attention to detail
Work responsibilities will include the following:
Client Service:
Client meeting preparation
Manage incoming calls, schedule client appointments
Enter notes, tasks, and follow ups into CRM
Handle client service issues, as they arise
Handle client meeting follow-up tasks as delegated
Manage new client onboarding process
Operations:
Maintain client records through filing, scanning
Inventory and order office supplies and client materials
Manage office technology and servicing
Marketing:
Maintain and update website and social media profiles
Manage client appreciation efforts, entertainment, and gifts
Help plan and implement client events
This is not a sales position. Industry experience a plus. Competitive compensation and generous bonus program and profit sharing, based on experience.
Please submit cover letter and resume in Word or PDF format.
Instructions for applying for this position: Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions or your resume will be rejected. Thank you.
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Salary : $55,000 - $65,000