Ameriprise Financial

Client Service Specialist

La Jolla, California · Part-time

Sponsorship not specified$45k-$65kDetected 35 days ago

CommunicationTime Management

About the role

We celebrate the unique qualities and reward the contributions of our talented, passionate employees.
This position is with an Ameriprise Financial Franchise owner.
Job Description Step into an instrumental role.

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 or event.

Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
College degree or higher

Work with the corporate office to ensure accurate account setup and resolve issues
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
Conduct transaction requests as directed by financial advisors
Coordinate client appreciation events and seminars
Answer unsolicited calls from prospects to schedule appointments or refer to advisor

The salary will be 45K- 65K / year
Full-Time/Part-Time
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

Already have or ability to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

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.
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.

Ameriprise Financial is an equal opportunity employer.
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.

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

This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.