What are the responsibilities and job description for the Client Service Specialist (Registered) position at Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC?
Company Description Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC, serving clients from its office at 11819 Miracle Hills Drive, Suite 101, Omaha, NE 68154. The practice focuses on providing personalized financial guidance and long-term planning to individuals, families, and businesses. Team members support a high-standard client experience within a professional, financial planning-focused environment. Applicants can learn more about Ameriprise’s communication standards and social media rules by visiting http://www.ameriprise.com/social.
Role Description The Administrative Assistant (Registered) is a full-time, on-site role based in Omaha, NE. This position supports advisors and office leadership in interacting with and providing an exceptional experience for our clients. The Administrative Assistant (Registered) will handle multiple tasks as delegated by management and our financial advisors. This role requires consistent attention to detail, adherence to regulatory guidelines, and effective coordination with team members to keep operations running smoothly. Future path to become a Financial Advisor if desired.
Qualifications
- Previous experience in financial services or wealth management is required with experience at Ameriprise Financial preferred.
- Relevant registration or licensing as required by Ameriprise and applicable regulations (or ability to obtain within a specified timeframe).
- Strong administrative and clerical skills, including Administrative Assistance and Clerical Skills.
- Executive Administrative Assistance experience, supporting advisors or senior professionals in a financial or professional services environment.
- Excellent Communication abilities with professional Phone Etiquette and client-service orientation.
- Proficiency with office software (e.g., Microsoft Office suite), calendars, and client management systems.
- Ability to maintain confidentiality and follow regulatory and compliance requirements.
- Detail-oriented, highly organized, and able to manage multiple tasks in a fast-paced office setting.
- High school diploma or equivalent required; post-secondary education in business, finance, or a related field is a plus.