Client Service Manager
Company Name:
Ameriprise Financial
Client Service Manager
Job ID 2150BR
Recruiting Location Gonzales, LA
Full-Time / Part-Time Advisor Franchisee
Job Family Franchise
Job Function Business Support & Operations
Job Description 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 advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on 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 requirement when dealing with others and/or performing work activities.
Responsibilities This 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/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Responsibilities and Time Allocation- Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions:
50%25%20Business Management
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.
Maintain files and records in accordance with the records retention policy.
As necessary, prepare preliminary financial planning recommendations as well as initial product solutions for advisor review and use in client meetings.
Perform other allowable duties as assigned by the financial advisors and associate financial advisors.
50%25%20Client Care and Advisor Support
Set up and maintain client management system.
Call clients or prospects to set up meetings or appointments.
Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation.
Attend and participate in client meetings if necessary.
Conduct transactions on behalf of clients.
Coordinate client appreciation events and seminars.
Manage advisor s calendars, correspondence, etc as needed.
Answer unsolicited calls from prospects to schedule appointments or refer to advisor.
Required Qualifications Key Traits of a Successful Client Service Manager
Direct attention to detail and organization.
Effective communication with clients and other advisors/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 advisor, Ameriprise Financial and FINRA.
Ability to support and provide guidance for compliance within the advisor''s practice.
Positive attitude and sincere willingness to constantly learn and grow.
Education and Other Designations:
College degree or higher.
5
years of similar experience.
OPTIONAL: Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.
About Ameriprise
Focused on people, not just our bottom line.
Here, you''ll be part of an inclusive, collaborative culture that rewards you for your contributions. You''ll work with other talented people who share your passion for doing great work that''s in the best interest of our clients. And you''ll have plenty of opportunities to make your mark at the office - and a difference in your community. So if you''re talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.Estimated Salary: $20 to $28 per hour based on qualifications.
Ameriprise Financial
Client Service Manager
Job ID 2150BR
Recruiting Location Gonzales, LA
Full-Time / Part-Time Advisor Franchisee
Job Family Franchise
Job Function Business Support & Operations
Job Description 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 advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on 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 requirement when dealing with others and/or performing work activities.
Responsibilities This 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/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Responsibilities and Time Allocation- Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions:
50%25%20Business Management
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.
Maintain files and records in accordance with the records retention policy.
As necessary, prepare preliminary financial planning recommendations as well as initial product solutions for advisor review and use in client meetings.
Perform other allowable duties as assigned by the financial advisors and associate financial advisors.
50%25%20Client Care and Advisor Support
Set up and maintain client management system.
Call clients or prospects to set up meetings or appointments.
Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation.
Attend and participate in client meetings if necessary.
Conduct transactions on behalf of clients.
Coordinate client appreciation events and seminars.
Manage advisor s calendars, correspondence, etc as needed.
Answer unsolicited calls from prospects to schedule appointments or refer to advisor.
Required Qualifications Key Traits of a Successful Client Service Manager
Direct attention to detail and organization.
Effective communication with clients and other advisors/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 advisor, Ameriprise Financial and FINRA.
Ability to support and provide guidance for compliance within the advisor''s practice.
Positive attitude and sincere willingness to constantly learn and grow.
Education and Other Designations:
College degree or higher.
5
years of similar experience.
OPTIONAL: Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.
About Ameriprise
Focused on people, not just our bottom line.
Here, you''ll be part of an inclusive, collaborative culture that rewards you for your contributions. You''ll work with other talented people who share your passion for doing great work that''s in the best interest of our clients. And you''ll have plenty of opportunities to make your mark at the office - and a difference in your community. So if you''re talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.Estimated Salary: $20 to $28 per hour based on qualifications.
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