4 Jobs in Cranston, RI
Ameriprise Financial is Hiring a Client service specialist Near Cranston, RI
Benefits :
- Opportunity to move to full-time
- Flexible schedule
- Opportunity for advancement
Description :
This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors.
The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is 100% in person in our Cranston and can lead to a full-time opportunity for the right candidate.
Responsibilities : Client Care
Client Care
- Review, prepare documents and update client information as needed for client review meetings
- Manage and resolve client service problems
- Perform other allowable duties as assigned by the financial advisor(s)
- Set up and maintain client management system
- Call clients or prospects to set up meetings or appointments
- Assist with coordination of client appreciation events and seminars
- Assist with client mailings
Business Processing
- Work with home office to ensure accurate account setup and resolve issues
- Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Qualifications : Must haves
Must haves
- Strong analytical, verbal communication, and writing skills
- Strong attention to detail, positive attitude and desire to learn
- An interest in financial planning, client service and investment management
- Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
- Ability to work independently
- Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
- High School Diploma, or equivalent
Nice to Haves
- Bachelor’s Degree
- Series 7 and 66
Job Type : Part-time
Pay Rate : $15.00 per hour
Last updated : 2024-06-08
Job Summary
Full Time
$58k-76k (estimate)
06/10/2024
09/07/2024
ameriprise.com
MINNEAPOLIS, MN
7,500 - 15,000
1987
JAMES M CRACCHIOLO
$10B - $50B
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About Ameriprise Financial
Ameriprise Auto & Home Insurance sells auto, home, condo, renters, specialty and umbrella insurance. Founded in 1987, we sell insurance directly to clients. We generally market our products in partnership with some of the worlds most well-known companies. These companies share our values: price products competitively and handle every client with care To learn more about our company, visit www.Ameriprise.com/auto-home or call 1.800.535.2011. *Ameriprise Auto & Home Insurance is the marketing name of IDS Property Casualty Insurance Company and Ameriprise Insurance Company, De Pere, WI, both of w ...
hich have sole financial responsibility for their own products. Insurance is underwritten by either company, depending on the state. The Ameriprise Auto & Home Insurance Agency places policies with unaffiliated insurers. Each insurer is solely responsible for the claims on its policies and pays the Agency for policies sold. Prices, coverages and privacy policies vary among these insurers. Both companies and the agency are subsidiaries of American Family Insurance Mutual Holding Company, which acquired both companies and the agency from Ameriprise Financial, Inc. in 2019. The terms Ameriprise Auto & Home Insurance, Ameriprise Insurance, Ameriprise Insurance Company and IDS Property Casualty Insurance Company are being used by American Family Insurance Mutual Holding Company under a license from Ameriprise Financial on a temporary basis. Ameriprise Auto & Home Insurance and the associated logo is a registered trademark of Ameriprise Financial, Inc. which is being used under license. Specific products may vary and may not be available in all states in accordance with state filings and applicable law. Insurance availability may vary by region or state. Discounts and savings vary by state and apply to certain coverages. Certain restrictions and limitations apply. IDS Property Casualty Insurance Company's California license number is 3726-7.
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The job skills required for Client service specialist include Client Service, Attention to Detail, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service specialist positions, which can be used as a reference in future career path planning. As a Client service specialist, it can be promoted into senior positions as a Customer Service Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service specialist. You can explore the career advancement for a Client service specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
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Step 3: View the best colleges and universities for Client Service Specialist.
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