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Client Relationship Specialist

Company: Ameriprise Financial - Washington
Location: Bellevue
Posted on: May 15, 2022

Job Description:

Job DescriptionAn Ameriprise Financial advisory practice is seeking a fulltime Client Relationship Specialist (potential for growth into a management role) to join our innovative and dynamic team. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.Key responsibilities include:

  • Providing client service via phone and in person
  • Meeting preparation and related follow-up
  • Setting up new clients and managing the client relationship management tool
  • Pulling reports and insurance illustrations
  • Paperwork processing
  • Assisting with the online client experience, set up and problem solving, assisting in resolving errors
  • Office administration including filing, copying, correspondence, compliance, systems and toolsSuccessful candidates will be:
    • Highly dependable, trustworthy, have exceptional phone and interpersonal skills
    • Extreme attention to detail and accuracy
    • Organized and self-motivated
    • Proficient in Microsoft Office including Excel, Word, and Outlook
    • Able to handle multiple responsibilities and consistently follow high standards of business/professional ethics when dealing with others and performing work activities.
    • A positive attitude and willingness to be flexible in daily activities is a must.
    • Values-based work ethic is critical to success in this role.Qualified candidates will have:
      • An associate degree or higher
      • 1+ years of similar work experience preferably in the financial services industry
      • A desire to grow and learn in the industryBenefits and Compensation:
        • $25.00/hour to start; upon successful first 90 days, eligible for increase to $30/hour.
        • Health, vision and dental offered, employee pays % of premiums
        • 401k with a match after six months of employmentIn addition to including a cover letter stating why you are interested in and suited for this position, please include your resume when responding.

Keywords: Ameriprise Financial - Washington, Bellevue , Client Relationship Specialist, Other , Bellevue, Washington

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