Job description

Step into an instrumental role. Help conduct the smooth operations of a fast paced and friendly top advisor financial planning office. Work as an employee of an independent private wealth advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

Assist financial advisor in managing and organization 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 requirements when dealing with others and/or performing work activities.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up an through acting as liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. This position offers flexible hours.

Hours are: 9-3pm Monday through Friday.

Position Functions:

• Work with home office to ensure accurate account set up 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
• Provide insight and recommendations to effectively use key tools that help lead the result in the practice
• Set up and maintain client management system
• Call clients and prospects to schedule meetings
• Write notes or letters to clients on personal letterhead of administrative nature and handle client appreciation
• Attend and participate in client meetings
• Conduct transaction requests as directed by financial advisor
• Answer unsolicited calls from prospects to schedule appointments or refer to the advisor

Key Traits of a Successful Client Services Specialist:

• Effective communication with clients and advisor
• 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
• Ability to supports 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 obtain New York State Notary designation

Required to pass background check and complete fingerprinting

Job Type: Part-time

Pay: $20.00 - $30.00 per hour

Benefits:

• Paid time off
• Paid training
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Briarcliff Manor, NY 10510: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 2 years (Required)

Work Location: Hybrid remote in Briarcliff Manor, NY 10510

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