Ameriprise Financial
Benefits:
401(k)
401(k) matching
Paid time off
Training & development
Are you passionate about helping people achieve financial confidence? Join Reliant Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, located at the Oakway Center in Eugene, OR. Our team is built on strong client relationships and a commitment to delivering expert financial planning. We’re looking for a detail-oriented and client-focused professional to join our growing team.
Key Responsibilities:
Deliver exceptional client service via phone, email, and in person
Handle a fast-paced workflow of service tasks with accuracy and timeliness
Respond to client questions and provide information, insight, and recommendations to increase efficiency and utilization of various tools
Maintain client management system in Salesforce
Process financial transactions and service requests
Support advisors during client meetings
Qualifications & Skills:
Securities licenses: SIE, Series 7, Series 66 (Preferred)
Education: Bachelors (Required)
Prior experience in the financial services preferred
Strong attention to detail and interpersonal skills
Proficiency with CRM systems (Salesforce preferred)
Ability to learn and adapt in a fast-paced environment
What We Offer You:
Competitive salary
Licensed Client Service Specialist: $65,000-$75,000/year
Non-Licensed Client Service Coordinator: $55,000-$65,000/year
Bonus Potential
401(k) Retirement Saving Plan with matching and profit sharing
$400 monthly health care stipend
Generous PTO: 3 weeks paid vacation + 9 Paid holidays
Summer Fridays - reduced hours
Professional development support
If you're ready to grow your career in a supportive and client-focused environment, we’d love to hear from you. Apply today and become part of a team that values integrity, collaboration, and excellence. Check us out: https://www.ameripriseadvisors.com/team/reliant-wealth-advisors/financial-advice-team/
Job Type: Full-time Work Location: In person Requirements: Background Check
401(k)
401(k) matching
Paid time off
Training & development
Are you passionate about helping people achieve financial confidence? Join Reliant Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, located at the Oakway Center in Eugene, OR. Our team is built on strong client relationships and a commitment to delivering expert financial planning. We’re looking for a detail-oriented and client-focused professional to join our growing team.
Key Responsibilities:
Deliver exceptional client service via phone, email, and in person
Handle a fast-paced workflow of service tasks with accuracy and timeliness
Respond to client questions and provide information, insight, and recommendations to increase efficiency and utilization of various tools
Maintain client management system in Salesforce
Process financial transactions and service requests
Support advisors during client meetings
Qualifications & Skills:
Securities licenses: SIE, Series 7, Series 66 (Preferred)
Education: Bachelors (Required)
Prior experience in the financial services preferred
Strong attention to detail and interpersonal skills
Proficiency with CRM systems (Salesforce preferred)
Ability to learn and adapt in a fast-paced environment
What We Offer You:
Competitive salary
Licensed Client Service Specialist: $65,000-$75,000/year
Non-Licensed Client Service Coordinator: $55,000-$65,000/year
Bonus Potential
401(k) Retirement Saving Plan with matching and profit sharing
$400 monthly health care stipend
Generous PTO: 3 weeks paid vacation + 9 Paid holidays
Summer Fridays - reduced hours
Professional development support
If you're ready to grow your career in a supportive and client-focused environment, we’d love to hear from you. Apply today and become part of a team that values integrity, collaboration, and excellence. Check us out: https://www.ameripriseadvisors.com/team/reliant-wealth-advisors/financial-advice-team/
Job Type: Full-time Work Location: In person Requirements: Background Check