Position Title: Client Service Specialist

Position Description:

Step into an instrumental role as a Client Service Specialist with Pioneer Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services. This company is built on strong values and principles and strives to uphold the highest levels of integrity, honesty, caring, and thoughtfulness while delivering excellent advice.

This role will be responsible for providing exceptional service and support to clients, managing client contacts, answering client inquiries, and resolving client service issues. The Client Service Specialist will facilitate communication with clients, and support how the practice is presented to clients and prospects.

As a Client Service Specialist, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Responsibilities and Time Allocation (may change over time to meet the needs of the practice and can include other duties as assigned by the advisor):

• Attend regular meetings with lead advisor and team for collaboration.
• Manage and increase effectiveness and efficiency through implemented processes as well as coordination and communication between team support and business functions.
• Maintain systems and processes within the team.
• Schedule client appointments and/or webinars for meetings, as needed.
• Conduct client appointment reminder calls and check-in calls on follow up items.
• Lead the practice’s efforts for consistent, proactive contact of clients and prospects.
• Document client contacts/calls in the Ameriprise CRM.
• Prepare / coordinate documentation required for client meetings.
• Maintain files and records in accordance with the firm’s policies.
• Scanning and filing client data.
• Manage incoming/outgoing client service correspondence.
• Maintain the practice’s online presence, including social media platforms and website.
• Assist in the coordination of marketing events and applicable activities.
• Manage process for client recognition and gift ordering.
• Office management responsibilities for ordering/payment of supplies and vendors.

Key Traits of a successful Client Service Specialist:

• Strong organizational and computer skills
• Attention to detail
• Proper and timely follow-up
• Effective verbal and written communication (internally and with clients)
• Efficient time management strategies
• High level of interpersonal skills
• Polite and clear phone manner
• Positive attitude and willingness to learn and grow
• Proficiency in Microsoft Office Suite and CRM

Preferred Experience:

• Bachelor’s degree
• 1-3 years of professional experience in a client service function

More about Pioneer Wealth Group:

Pioneer Wealth Planning Group is a Private Wealth Advisory Practice of Ameriprise Financial Services LLC located in the Chicago metropolitan area that serves the complex financial planning needs of the mass affluent market.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• Monday to Friday

Ability to Relocate:

• Glenview, IL 60025: Relocate before starting work (Required)

Work Location: In person