At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
An Ameriprise Private Wealth Advisory Practice in Glendale, Arizona assisting clients in meeting their financial goals with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.
Acts as the voice of the practice in serving as the initial point of contact for incoming client calls and client service needs. Aids in a variety of administrative and client service functions with a strong emphasis on professionalism.
Qualifications:
- At least one year of client service experience in a fast-paced environment.
- Strong customer service and interpersonal skills for handling sensitive and confidential situations.
- Organizational skills, ability to prioritize a diverse workload and multi-tasking, and taking initiative in daily responsibilities.
- Strong work ethic, courteous, team player, and high degree of professionalism.
- Proficiency in CRM, Excel, Word, and Outlook is required.
- Ability to adhere to rules and regulations as stated and required by Advisor and Ameriprise Financial.
- Ability to support compliance within the Advisor’s practice.
Position Responsibilities:
- Responsible for answering all incoming calls, helping clients when possible, taking accurate messages, and routing calls appropriately.
- Ensures clients are connected with the appropriate team member to handle their needs.
- Greets clients, extends hospitality, directs them to the appropriate area, and alerts appropriate team member.
- Responsible for calendar management; including, scheduling and confirming client appointments, preparing agendas and required forms for meetings, maintaining service cycles, and properly documenting all client contact.
- Routes incoming mail and correspondence.
- Prepares outgoing mail and correspondence.
- Coordinates monthly/quarterly/yearly mailings for the practice.
- Provides general administrative support such as preparing correspondence, the completion of forms, generating reports, processing confidential documents, and maintaining supplies for the practice.
- Assists with special projects for various areas of the Company.
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.
