Position Title: Executive Assistant/Client Service Coordinator
Position Description:
If you have worked in a supporting role for a company in the financial services industry, you are an excellent candidate for this position. 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.
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% Business 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
- Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
50% Client Care
- Maintain client management system
- Write notes or letters to clients of administrative nature
- Attend and participate in client meetings if necessary
- Conduct transactions on behalf of clients
- Promptly address client questions and concerns
- Facilitate the processing of applications and other business documents by ensuring they are promptly transmitted to clients, following up to ensure receipt, and making sure that clients' questions about paperwork are answered in a timely fashion.
Key Traits of a Successful Executive Assistant/Client Service Coordinator
- 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 and Ameriprise Financial Services, LLC
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow
- 7 years of similar experience in financial services industry preferred
- Education: Bachelor's Degree preferred
- Series 7, Series 66, and state insurance license preferred or the ability to obtain licensure in short order
Job Type: Full-time
Pay: $75,000.00 - $115,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
Schedule:
Education:
Experience:
- Financial Services: 5 years (Preferred)
- Microsoft Office: 5 years (Preferred)
License/Certification:
Ability to Commute:
- Powell, OH 43065 (Required)
Ability to Relocate:
- Powell, OH 43065: Relocate before starting work (Required)
Work Location: In person