KalamazooRecruiter Since 2001
the smart solution for Kalamazoo jobs

Client Service Coordinator

Company: Ameriprise Financial
Location: Kalamazoo
Posted on: August 11, 2019

Job Description:

Job DescriptionStep into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow 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.ResponsibilitiesResponsibilities 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:
50% Business Management

  • Work with home office to ensure accurate account setup and resolve issues
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Maintain files and records in accordance with the records retention policy
  • Perform other allowable duties as assigned by the financial advisor(s), associate financial advisor(s) and managers.
  • Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice 50% Client Care
    • Set up and maintain client management system
    • Call clients or prospects to set up meetings or appointments
    • Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
    • Attend and participate in client meetings if necessary
    • Conduct transaction requests as directed by financial advisor(s), associate financial advisor(s) and managers.
    • Coordinate client appreciation events and seminars
    • Answer unsolicited calls from prospects to schedule appointments or refer to advisor Required QualificationsKey Traits of a Successful Client Service Associate
      • Direct attention to detail and organization
      • Effective communication with clients and other advisors/staff
      • Effective and efficient time management
      • Polite and clear phone manner
      • Ability to multi-task
      • Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
      • 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 Designations:
        • High School Deploma or higher
        • 2+ years of similar experience

Keywords: Ameriprise Financial, Kalamazoo , Client Service Coordinator, Other , Kalamazoo, Michigan

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Cosmetologist - Fort Wayne
Description: Overview Stylist - SmartStyle NOW HIRING - You control your pay Many Stylists who do a great job of customer service and sell additional products regularly make about 17 an hour including tips You (more...)
Company: SmartStyle
Location: Fort Wayne
Posted on: 08/21/2019

Service Advisor
Description: service dealer kenworth br br Michigan Kenworth, located in Grand Rapids, MI, is seeking a customer service focused Service Advisor. We offer a competitive wage, health/dental plan, and 401 k . This (more...)
Company: Michigan Kenworth
Location: Grand Rapids
Posted on: 08/21/2019

Postmates Delivery Driver (Part Time / Full Time)
Description: Postmates uses technology to connect local businesses with people around the city. Our fleet receives requests through the app, and delivers anything from anywhere, 24/hrs a day. We are
Company: Postmates
Location: Grand Rapids
Posted on: 08/21/2019


Salon Opening - Fort Wayne
Description: Overview Stylist - SmartStyle NOW HIRING - You control your pay Many Stylists who do a great job of customer service and sell additional products regularly make about 17 an hour including tips You (more...)
Company: SmartStyle
Location: Fort Wayne
Posted on: 08/21/2019

First Officer
Description: Summary br The First Officer is the second in command and performs the duties as described below, and as directed by the Captain. We are searching for pilots who are committed to our profession and (more...)
Company: Allegiant Airlines
Location: South Bend
Posted on: 08/21/2019

Own your own Franchise: Investment starts at $30k
Description: Instead of getting another
Company: FranchiseHelp
Location: South Bend
Posted on: 08/21/2019

Hairdresser - Fort Wayne
Description: Overview Stylist - SmartStyle NOW HIRING - You control your pay Many Stylists who do a great job of customer service and sell additional products regularly make about 17 an hour including tips You (more...)
Company: SmartStyle
Location: Fort Wayne
Posted on: 08/21/2019

Supervisor, Provider Services - Full Time - South Bend
Description: Minimum: 21.91- Maximum: 33.97 JOB SUMMARY Supervises and manages the process, people and operations for payer enrollment as well as the onboarding of employed providers with Saint Joseph Health System (more...)
Company: Saint Joseph Health System
Location: South Bend
Posted on: 08/21/2019

Space Technologist (JDA)*
Description: Overview Responsible for the creation, maintenance and analysis of planograms for major retailer s . Strong knowledge of product merchandising concepts is required, merchandising experience with c-stores (more...)
Company: Acosta
Location: Grand Rapids
Posted on: 08/21/2019

Postmates Part Time Delivery Driver (Supplement Your Income)
Description: Postmates uses technology to connect local businesses with people around the city. Our fleet receives requests through the app, and delivers anything from anywhere, 24/hrs a day. We are
Company: Postmates
Location: Grand Rapids
Posted on: 08/21/2019

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

Kalamazoo RSS job feeds