This role provides administrative support by scheduling and confirming meetings for multiple advisors and preparing client communications. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as creating reports, electronic filing, copying, and/or assisting with the organizing the logistics of a client event. This is an in-office position only and candidates looking for a virtual position will not be considered.
Greet clients upon arrival and extend hospitality to client.
Schedule client appointments for advisor meetings.
Accepting incoming messages from clients and routing calls to appropriate staff.
Conduct client appointment reminder calls, and check-in calls on follow up items.
Assist team prepare agendas and material for client meetings.
Manage incoming mail and deposit checks per policy.
Maintain client management system and utilize other online tools.
Create various reports in preparation for client meetings.
Write notes or letters to clients on personal letterhead or greeting cards, of administrative nature only and administer client appreciation.
Document client contacts/calls.
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
Manage the social media program, using approved tools and following policy guidelines.
Assist with the coordination of marketing events for the practice.
Assist the paraplanner(s), associate financial advisor(s) and advisor(s) and other team members.
Perform other allowable duties as assigned by the financial advisor(s).
Key Traits of a Successful Client Concierge:
Strong organizational and computer skills
Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Basic Microsoft Office Skills – Word, Excel, PowerPoint
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
Ability to support and provide guidance for compliance within the advisor’s practice
Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations:
High school degree or higher
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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time