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Client Service Manager
Location:
Charlotte, NC
Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Catalyst Financial Group is an independent franchise associated with Ameriprise Financial. You would be part of a team that assists the two partner advisors and their associate advisors with the operations of the practice.Organize office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions: Business Management (50%)Work with home office to ensure accurate account setup and resolve issuesAnswer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accountsMaintain files and records in accordance with the records retention policyManaging office inventory and ordering supplies when neededPerform other allowable duties as assigned by the financial advisors and associate financial advisorsProvide insight and recommendations to effectively use key tools (Marketing On Demand, Go Social, Advisor website, etc.) that help lead to results in practiceClient Care (50%)Be first point of contact for clients' service needsScheduling client appointments and calls for advisorsWork with home office to ensure the proper handling of client's service requestsGreet clients upon arrival and extend hospitality to clientsConduct transaction requests as directed by financial advisorsCoordinate and attend client appreciation events Key Traits of a Successful Client Service Associate/Manager: Direct attention to detail and organizationEffective communication with clients and other advisors/staffEffective and efficient time managementPolite and clear phone mannerAbility to multi-taskAbility to adhere to rules and regulations as stated and required by advisor, Ameriprise FinancialAbility to support and provide guidance for compliance within the advisor's practicePositive attitude and sincere willingness to constantly learn and grow Education and Other Designations: College degree or higher2+ years of similar experienceAt 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.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. Full-Time/Part-Time Full time PDN-9bfb98f1-06f7-417e-bbcc-26132b5d658e
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More About this Listing: Client Service Manager
Client Service Manager is a Other Jobs Service Manager Job at Ameriprise Financial located in Charlotte NC. Find other listings like Client Service Manager by searching Oodle for Other Jobs Service Manager Jobs.
Client Service Manager is a Other Jobs Service Manager Job at Ameriprise Financial located in Charlotte NC. Find other listings like Client Service Manager by searching Oodle for Other Jobs Service Manager Jobs.