Client Services Manager - Personal Finance

Sky’s Edge Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc., is seeking an employee who will provide exceptional customer service to clients nearing or currently enjoying financial independence. Your talents will contribute to an outstanding client experience by:

• Building rapport and maintaining our existing client relationships;
• Fielding client requests and inquiries, then solving for a successful outcome;
• Managing Advisor’s calendars;
• Processing and tracking business paperwork;
• Preparing agendas and documents for meetings;
• Managing correspondence;
• Assisting with new client onboarding;
• Offering operational administrative support; and
• Completing ad hoc requests as needed.

To be successful in this role, you will need:

• Associates Degree in Accounting, Finance, Business, or related field is preferred OR 5 years of related experience.
• 2 years of significant experience in client support role is required, preferably in the financial services industry.
• Ability to build rapport via phone or in person with clients is required.
• Professional, clear, and polite phone presence is required.
• Ability to be highly detailed is required.
• Demonstrated problem-solving skills is required.
• Ability to prioritize deliverables, track deliverable progress, and follow-up on outstanding matters is required.
• Ability to manage time in an efficient, self-directed manner is required.
• Ability to plan ahead, anticipate needs, and manage schedules is required.
• Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.
• Ability to be proactive and professionally assertive with Advisors is required.
• Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
• Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.
• Ability to comprehend instructions and take initiative is required.
• Highly proficient with MS Office (Word, Excel, Outlook, PowerPoint) software is required.
• Experience with SalesForce or other Client Management software is preferred.

In exchange for your talents, we offer great clients to work with, a fun, team focused culture coupled with competitive salary (this is not a commissioned opportunity), benefits, and discretionary bonus. We are located on the West side of Madison which is abundant with great walking/biking paths and plenty of delicious lunch options. Please share your interest by sending a resume. We look forward to hearing from you!

Annual salary: $60,000.00-$75,000.00

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) 4% Match
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance
• Work from home

Application Question(s):

• Do you have experience with a Client Relationship Management software program such as Salesforce?

Experience:

• Customer service: 2 years (Required)

Work Location: In person

Salary : $60,000 - $75,000