Remote Client Services Specialist

Responsive recruiter

Description:

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support and case management for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a full-time position with a flexible work schedule. Remote work is possible for the right candidate following in-person training in our Cranston RI office. This position could also be part-time with the right candidate.

Responsibilities:

Client Care

· Review, prepare documents and update client information as needed for client review meetings
· Manage and resolve client service problems
· Perform other allowable duties as assigned by the financial advisor(s)
· Set up and maintain client management system
· Call clients or prospects to set up meetings or appointments
· Assist with coordination of client appreciation events and seminars
· Assist with client mailings

Business Processing

· Work with home office to ensure accurate account setup 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

Qualifications:

Must haves

· Strong analytical, verbal communication, and writing skills
· Strong attention to detail, positive attitude and desire to learn
· An interest in financial planning, client service and investment management
· Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
· Ability to work independently
· Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
· High School Diploma, or equivalent

Successful Candidates are

· Independent self-starters
· Process-driven, multi-taskers
· Organized with strong time management skills

Nice to Haves

· Bachelor’s Degree
· Case Management experience
· Robust, in-depth Customer Service experience
· Series 7 and 66

Job Type: Full-time

Salary - $55,000 - $60,000 per year

Benefits:

401(k) with company match

Health, Dental and Vision insurance

Life Insurance

Long Term Disability Insurance

Employee assistance program

Flexible schedule

Paid time off

Application Requirement

Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

Describe your current work situation and why you are applying for this role.

What interested you in this role?

What specific skills do you possess that will help you succeed?

Describe your experience that relates to this position.

Confirm you saw the pay rate for this position and that it meets your expectations.

Why should we hire you.

Compensation: $55,000.00 - $65,000.00 per year

As part of an Ameriprise Financial franchise our team of financial planning analysts create financial planning deliverables for Ameriprise financial advisors. Ours is a small, fast-paced, and friendly financial planning office where analysts work independently within a team.

Our financial plan-writing analysts revel in the day-to-day details and data analysis to create stellar financial plans for our client advisors. If you enjoy detailed project work, developing plans from the beginning of data collection to data analysis and ending with accurate and clear financial recommendations we want to talk to you. Remote and Hybrid positions available.

Our Values

Quality - We produce quality work every day
Service - We provide excellent service to our Advisors
Collaborative Processes - We support each other by sharing knowledge and offering assistance
Learning - It is our personal responsibility to expand our knowledge bases
Efficiency - We focus, utilize established processes and continuously look for new ways to work efficiently