Client Concierge

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Position Description & Summary of Role:

Step into a purpose driven role on an elite team of high performers. Help conduct the smooth operations of a fast-paced – and friendly –financial planning team by assisting in daily business functions, delivering a remarkable client experience that inspires confidence, simplifies life, and reduces stress for clients and team members. Springbrook Wealth Advisors has a trusting environment that is focused on leadership and results.

This role works closely with both the operations and advice teams to research and resolve issues that affect clients, submit and track new business and help support other operations directly related to the success of the team such as compliant mail and funds processing, coordinating/tracking projects and managing business-as-usual tasks.

50%

Client Service/Business Management:

• Prepare and ensure financial advisors’ new business paperwork processes successfully, which may include preparing forms, obtaining appropriate signatures, and tracking new business

• Maintain connection with clients on an on-going basis by making quarterly service calls

• Communicate issues we have with service, technology, platinum partners, etc. with advisor and provide feedback to Home Office contacts to resolve if necessary

• Follow-up with client and home office on related issues

• Prepare cases for client visits

• Track key client-related processes are completed by due date

50%

Administrative:

• Assist and lead ad-hoc projects as needed or assigned by Leader and advisors

• Process Mail and Funds compliantly

• Greet clients upon arrival and extend hospitality to clients

• Answer and field client phone calls and text messages

• Schedule client appointments and maintain the team calendar 

• Process business applications through an internal electronic system 

• Make brief notes each day in CRM concerning client calls, follow up, and tasks.

• Assist with various tasks throughout the day

• Communicate issues to Leaders and provide feedback they can act upon

Key Traits of Success:

• Strong organizational and computer skills

• Attention to detail and organization

• Effective communication with clients and other advisors/team members

• Effective and efficient time management

• Polite and clear phone manner

• Ability to multi-task

• Adaptive mindset

• Positive attitude and sincere willingness to constantly learn and grow

• Proficiency in Microsoft Word and Excel is required.

Base Pay Salary

The salary range will be $50,000 - $65,000/ yearFull time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.