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 Nice to Haves · Bachelor’s Degree · Series 7 and 66 Job Type: Part-time Pay Rate: $29 - $31 hr Application Requirement Please include a cover letter as part of your application packet. 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