What are the responsibilities and job description for the Client Services Associate position at Strive Wealth Management?
Job Overview
Step into an instrumental role. Help conduct the smooth operation of a fast paced – and friendly – financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Assist financial advisors in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. The position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and performing work activities. The role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates and tracks projects, and manages business as usual tasks. Responsibilities may change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Duties
- Work with home office to ensure accurate account setup and resolve issues
- Answer questions and provide readily available information to clients
- Maintain files and records
- Perform other allowable duties as assigned by the financial advisors
Key Characteristics of a successful Client Services Associate:
- Direct attention to detail and organization
- Effective communication with clients and other staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by the advisor or Ameriprise Financial
- Positive attitude and sincere willingness to consistently learn and grow
Join us as a Client Services Associate where you can make a significant impact by enhancing our clients' experience through exceptional service and support.
Job Type: Full-time
Pay: $40,000.00 - $65,000.00 per year
Benefits:
- 401(k)
Ability to Commute:
- Savoy, IL 61874 (Required)
Ability to Relocate:
- Savoy, IL 61874: Relocate before starting work (Preferred)
Work Location: In person
Salary : $40,000 - $65,000