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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