Client Service Associate

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

About Our Team:

Are you ready to be the heartbeat of exceptional client experiences in a dynamic financial services environment? Clear Edge Private Wealth, a Forbes Best-in-State Wealth Management Team, is seeking a Client Service Associate to elevate our client interactions to new heights. You'll be part of a team dedicated to the financial well-being of our clients, ensuring they receive unparalleled care, communication while learning about the wealth management industry.

Why Join Us?

As a Client Service Associate, you'll be both in an operations role and a client service role, while working directly and supporting the financial advisors on our team. Your role will be pivotal in shaping our clients' journey, from coordinating seamless meetings and events to helping prepare and follow up on client needs and meetings. If you thrive on delivering superior service and love connecting with people, this is the perfect opportunity for you.

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.