Client Service Specialist
Quick Apply Full-time 7 hours ago Full Job Description Morgan & Associates, a private wealth advisory practice of Ameriprise Financial Services is seeking to hire a Client Service Specialist.
This position will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.
Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
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.
We are seeking a candidate who is interested in studiyng 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.
Key Traits:
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 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 2
years of similar experience 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 Job Type:
Full-time Pay:
$45,000.
00 - $60,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift Education:
Bachelor's (Preferred)
Experience:
Customer service / Financial:
2 years (Preferred) Work Location:
One location Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
This position will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.
Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
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.
We are seeking a candidate who is interested in studiyng 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.
Key Traits:
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 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 2
years of similar experience 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 Job Type:
Full-time Pay:
$45,000.
00 - $60,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift Education:
Bachelor's (Preferred)
Experience:
Customer service / Financial:
2 years (Preferred) Work Location:
One location Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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