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Client Services Jobs in Cranston, RI

Client Services Specialist

Ameriprise Financial

Cranston, Rhode Island

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JOB DETAILS
SKILLS
Administrative Skills, Case Management, Communication Skills, Customer Relations, Customer Service Management, Customer Support/Service, Data Analysis, Data Collection, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Disability Insurance, Employee Assistance Plan, File Maintenance, Finance, Finance Software, Financial Analysis, Financial Planning, Financial Regulations, High School Diploma, Investment Management, Knowledge Base, Life Insurance, Microsoft Excel, Microsoft Word, Multitasking, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Process Development, Project Planning, Record Keeping, Regulations, Resolve Customer Issues, Sales Management, Seminars, Series 7, Systems Maintenance, Team Player, Time Management, Vision Plan, Work From Home, Writing Skills
LOCATION
Cranston, Rhode Island
POSTED
4 days ago
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




About the Company

A

Ameriprise Financial

About Ameriprise Financial

Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.

From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.

Our Investment in You

We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.

Your Career at Ameriprise

When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.

Search Open Positions and Apply

Learn More About Joining Ameriprise

Thrive in a Respectful, Supportive Environment

We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Learn More About Diversity and Inclusion at Ameriprise

Build a Career that Matters to You

At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.

Being an Ameriprise Advisor

Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.

Learn More About Ameriprise Advisor Support

Opportunities for Students

Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.

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COMPANY SIZE
10,000 employees or more
INDUSTRY
Financial Services
FOUNDED
1894
WEBSITE
https://www.ameriprise.com/careers

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