TalentAlly
About the Role
We are seeking a highly organized and client‑focused Client Relationship Manager to join our independent financial advisory practice, The Evans Group, affiliated with Ameriprise Financial. This part‑time position is designed for individuals seeking flexibility while pursuing meaningful professional growth and contributing to a high‑performing team.
Key Responsibilities
Serve as the first point of contact for clients—answer inbound calls and greet clients during visits.
Manage scheduling for client meetings, including sending invitations, reminders, and follow‑ups.
Prepare agendas and ensure meeting readiness, including compliance folders and materials.
Maintain and update client records, including meeting notes, tasks, and client communications.
Handle scanning, electronic filing, and document storage in appropriate systems.
Process mailings, paperwork for signatures, and confirm receipt of client checks.
Monitor and respond to client messages, when appropriate, and log relevant communications.
Manage office inventory and supplies; order as needed.
Oversee invoicing and payment tracking.
Assist with new business processing and compliance recordkeeping.
Organize welcome baskets, retirement gifts, and special occasion cards.
Support financial planning deliverables by posting documents to required systems.
Provide administrative support for advisor email and voicemail management.
Performance Metrics
Accuracy and timeliness of work.
Positive client feedback.
Resolution of client service issues.
Implementation of process improvements and creative ideas.
Qualifications
Minimum 2 years of experience in a similar role; financial services experience preferred but not required.
Strong attention to detail and organizational skills.
Excellent verbal and written communication abilities.
Ability to manage multiple priorities and meet deadlines.
Professional phone etiquette and client service orientation.
Familiarity with or adaptability to compliance requirements in a financial advisory setting.
Positive attitude and willingness to learn and grow.
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.
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Key Responsibilities
Serve as the first point of contact for clients—answer inbound calls and greet clients during visits.
Manage scheduling for client meetings, including sending invitations, reminders, and follow‑ups.
Prepare agendas and ensure meeting readiness, including compliance folders and materials.
Maintain and update client records, including meeting notes, tasks, and client communications.
Handle scanning, electronic filing, and document storage in appropriate systems.
Process mailings, paperwork for signatures, and confirm receipt of client checks.
Monitor and respond to client messages, when appropriate, and log relevant communications.
Manage office inventory and supplies; order as needed.
Oversee invoicing and payment tracking.
Assist with new business processing and compliance recordkeeping.
Organize welcome baskets, retirement gifts, and special occasion cards.
Support financial planning deliverables by posting documents to required systems.
Provide administrative support for advisor email and voicemail management.
Performance Metrics
Accuracy and timeliness of work.
Positive client feedback.
Resolution of client service issues.
Implementation of process improvements and creative ideas.
Qualifications
Minimum 2 years of experience in a similar role; financial services experience preferred but not required.
Strong attention to detail and organizational skills.
Excellent verbal and written communication abilities.
Ability to manage multiple priorities and meet deadlines.
Professional phone etiquette and client service orientation.
Familiarity with or adaptability to compliance requirements in a financial advisory setting.
Positive attitude and willingness to learn and grow.
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.
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