Ameriprise Financial Services, LLC
Customer Service Manager
Ameriprise Financial Services, LLC, Virginia Beach, Virginia, us, 23450
Client Service Associate
Ameriprise Financial in Newport News, VA, a fast‑growing independent wealth management firm serving individuals, families, and their businesses for over 25 years, is currently seeking an experienced client service associate to join our growing and ever‑evolving team at our Oyster Point location.
We are seeking a talented individual who will step into an instrumental role by providing client relationship support, deepening existing client relationships, and providing exceptional service with proactive communication.
Key Responsibilities
Greet clients upon arrival and extend hospitality to clients
Call clients or prospects to set up meetings or appointments
Prepare agendas and forms for appointments
Complete client summary letters following client meetings
Conduct client appointment reminder calls and check‑in calls on follow‑up items
Coordinate client appreciation events for the practice
Answer incoming calls to the office
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Maintain and order office supplies
Perform other allowable duties as assigned by the financial advisor
Qualifications
Very strong attention to detail
Strong organizational and computer skills
Strong work ethic and the highest level of professionalism
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi‑task
Ability to support and provide guidance for compliance within the advisor’s practice
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and state life, accident and health insurance license
Bachelor’s degree in Business, Finance, or a related field preferred
Seniority Level Entry level
Employment Type Full‑time
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We are seeking a talented individual who will step into an instrumental role by providing client relationship support, deepening existing client relationships, and providing exceptional service with proactive communication.
Key Responsibilities
Greet clients upon arrival and extend hospitality to clients
Call clients or prospects to set up meetings or appointments
Prepare agendas and forms for appointments
Complete client summary letters following client meetings
Conduct client appointment reminder calls and check‑in calls on follow‑up items
Coordinate client appreciation events for the practice
Answer incoming calls to the office
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Maintain and order office supplies
Perform other allowable duties as assigned by the financial advisor
Qualifications
Very strong attention to detail
Strong organizational and computer skills
Strong work ethic and the highest level of professionalism
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi‑task
Ability to support and provide guidance for compliance within the advisor’s practice
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and state life, accident and health insurance license
Bachelor’s degree in Business, Finance, or a related field preferred
Seniority Level Entry level
Employment Type Full‑time
Referrals increase your chances of interviewing at Ameriprise Financial Services, LLC by 2×
#J-18808-Ljbffr