Customer Service Specialist

Company DescriptionAlcumus Financial Group is loocated in Annapolis Maryland. We have client across the county. We offer a Hybrid work environment. Investment and advisory services are offered through Ameriprise Financial Services, LLC, a registered investment adviser.Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.Client Service & Relationship Support• Serve as secondary client contact for ongoing administrative needs• Manage follow-up tasks and data gathering• Update CRM and planning tools• Assist with onboarding new clients • Maintain client experience standardsCompliance & Documentation• Ensure files meet compliance standards• Document planning notes and recommendations• Track signatures and regulatory requirements• Maintain accurate CRM documentationOperational Support• Submit account paperwork and transfers• Track ACATs, contributions, and distributions• Coordinate with operations team• Maintain organized digital filesAdvisor Support• Help manage advisor workflows and meeting schedules• Assist with annual planning cycles and service meeting agendasQualifications xhyhwjd Strong skills in Financial Planning and InvestmentsExperience in Report Writing and attention to detailExcellent organizational and time management abilitiesImpeccable client service standardsBachelor's degree 5 years minimum of direct client service experienceEmotional intelligence and Emotional competency