Full-Time
Client Service Specialist
Posted on 11/21/2024
Ameriprise Financial
10,001+ employees
Provides financial planning and advisory services
Junior, Mid
Atlanta, GA, USA
- Associate (2-year) degree or equivalent.
- 1-3 years relevant experience required.
- Able to maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction.
- Excellent interpersonal skills to interact efficiently with clients.
- Effective shown written and oral communication skills.
- Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities.
- Understanding of a financial advisors practice.
- Responsible for reception support including answering phones, greeting clients and addressing client service requests.
- General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events.
- Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.
- Assist advisor(s) in preparation or follow-up to client meetings and supporting the practice's marketing programs (events, go-social, MOD, etc.).
Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients assess their retirement readiness and providing strategies to manage investment risks. Clients can engage in conversations about their financial goals, such as whether to pay off a mortgage early, with the guidance of an advisor. What sets Ameriprise apart from competitors is their focus on personalized financial conversations and the emphasis on rational decision-making in investing. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.
Company Stage
N/A
Total Funding
$287.3M
Headquarters
Minneapolis, Minnesota
Founded
N/A
Simplify's Take
What believers are saying
- Joining Ameriprise offers the opportunity to work with a leading financial planning firm with a strong reputation and extensive client base.
- The company's focus on personalized financial advice allows advisors to build meaningful relationships with clients, enhancing job satisfaction.
- Ameriprise's philanthropic efforts and community involvement can provide employees with a sense of purpose and pride in their work.
What critics are saying
- Legal disputes, such as the ongoing lawsuit with LPL Financial, could impact Ameriprise's reputation and create a challenging work environment.
- The competitive nature of the financial advisory industry may pressure Ameriprise to continuously innovate and differentiate its services.
What makes Ameriprise Financial unique
- Ameriprise Financial emphasizes personalized financial planning and advisor-client relationships, setting it apart from competitors who may focus more on automated or impersonal services.
- The firm's Confident Retirement® approach and focus on retirement readiness provide a unique value proposition in the financial advisory market.
- Ameriprise's commitment to philanthropy, as evidenced by nearly $2 million in grant funding, enhances its reputation as a socially responsible company.
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