Key Responsibilities
Deliver Exceptional Client Service: Handling incoming calls and troubleshooting issues, you'll ensure every client feels valued and supported. Efficiently manage schedules and appointments for our team, executing our client service system, while completing detailed tasks
Financial Planning & Advice/Product Solutions: Prepare preliminary financial planning recommendations and solutions for advisors to use during meetings. Coordinate with advisors to complete all required business processing and follow ups from meetings.
Business Development Support: Assist advisors in expanding and strengthening professional relationships with prospective clients and centers of influence, including CPAs, attorneys, and other financial advisors. Support outreach efforts through phone calls, emails, meeting coordination, and follow-up communication. Help maintain prospect databases, track referral opportunities, and contribute to initiatives designed to grow the firm's client base and strategic partnerships.
Requirements
Skills and Qualifications: A high school diploma is required, with an associate's/bachelor’s degree preferred. You should have at least 2 years of experience in client service or financial services. Financial Service Licensing preferred.
Communication Skills: Exceptional verbal and written communication skills are essential, along with superior skills in all Microsoft Office applications. Adherence to a strict standard of client confidentiality.
Professionalism: Maintain confidentiality, uphold ethical standards, and demonstrate courteous conduct in all interactions.
Team Player: Collaborate effectively with different groups and work styles, ensuring seamless teamwork.
Salary range
Commensurate with experience $40,000 to $55,000
Benefits
Medical, Dental, Vision, Life, Disability, 401k with company match and Profit Sharing
Join Our Team Today!
If you're ready to bring your effective communication skills, positive attitude, and organizational skills to a team that values client-centric service and professionalism, apply now. We're committed to supporting our clients and each other with the highest ethical standards and a client-first mindset. Come grow with us at ClearEdge Private Wealth.
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
