Client Service Associate

Responsibilities

• Call, text, and email 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
• Support marketing efforts to the practice, especially with respect to coordination of seminars, in-person events, and social media engagement
• Coordinate client appreciation events for the practice
• Answering 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
• Process incoming mail
• Perform other allowable duties as assigned by the financial advisors
• Greet clients upon arrival and extend hospitality to clients
• Key Traits of a successful Client Service Associate:
• Extroverted
• Clear communicator
• Enjoy working with people
• 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 manners
• Ability to quickly transition from task to task
• Ability to support and provide guidance for compliance within the advisor's practice
• Positive attitude and sincere willingness to constantly learn and grow
• Education and other requirements:
• 3+ years of similar experience
• Background in financial services industry preferred

Benefits

Additional Information

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 Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and ever evolving team in our Bethesda location. We are seeking a talented individual who will step into an instrumental role by providing client relationship support by deepening existing client relationships and providing exceptional service with proactive communication.

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