Client Service Specialist
Client Service Specialist
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Job Description
Are you driven by purpose and eager to make an impact Do you thrive in a fastpaced environment where you can build relationships solve problems and create seamless client experiences If so this role is for you!
Violetta Terpeluk a Private Wealth Advisor with Ameriprise Financial helps business owners and retirees live fulfilling lives and leave lasting legacies. She is looking to add a Client Service Specialist to her team. Youll play a key role in managing client relationships ensuring operational efficiency and delivering toptier service.
Were looking for a proactive resultsoriented professional who loves learning takes initiative and has a clientfirst mindset. If you excel at followthrough thrive on variety and enjoy taking care of others this opportunity offers room for growth including a path to leadership.
Responsibilities:
- Deliver exceptional service to existing and prospective clients
- Drive new client acquisition through marketing and outreach
- Proactively contact prospects to schedule appointments
- Implement marketing activities and events
- Answer incoming phone calls and manage inquiries
- Greet clients upon arrival and extend hospitality to clients
- Handle incoming and outgoing mail for the office
- Manage the practice calendar including scheduling appointments and meetings
- Maintain office operations and identify improvements
- Support our entrepreneurial resultsfocused culture
Key Traits:
- Growth mindset and opportunity to grow into operations and leadership role
- Passion for building relationships
- Actionoriented with drive to achieve goals
- Ability to coordinate and connect people and processes
- Strong communication problemsolving and time management
- Commitment to continuous improvement
- Positive cando attitude
- Excellent verbal and written communication skills
- Proficient with computers including MS Office Suite and CRM
- Open to using and receiving constructive feedback to enhance performance
- Ability to adhere to rules and regulations as stated and required by advisor Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisors practice
Qualifications:
- Bachelors degree required
- 2 years of client service or related industry experience
- Able to obtain securities and insurance licenses
- Able to work in office
Compensation/Benefits:
- $26$30 per hour; commensurate with experience
- Bonuses
- Medical Dental Vision
- Retirement Plan
- Paid Time Off
Required Experience:
Unclear Seniority
Employment Type
Full-Time
