Position title: Client Service Associate / Administrative Assistant
Position Description:
Step into an instrumental role helping to support a growing and dynamic private wealth advisory practice of Ameriprise Financial focused on guiding individuals through life transitions with a specialization in divorce financial planning.
This role provides client relationship support through interacting directly with clients to ensure a unique client experience that defines and differentiates the practice. The client service associate serves as the liaison between the team, our clients, and other professionals with whom we interact. Primary duties include greeting clients, answering incoming calls, scheduling meetings, maintaining client files and records, managing the practice calendar, working with vendors to ensure the overall appearance of the office, coordinating gifts and touch points such as greeting cards, and handling incoming mail and deposits. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing the logistics of 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:
50%
Administrative / Business Management / Product Solutions
50%
Client Care
Key Traits of a Successful Client Service Associate / Administrative Assistant
Education and Other Designations:
Job Type: Full-time
Pay: $24.00 - $38.46 per hour
Benefits:
Schedule:
Supplemental pay types:
Experience:
Work Location: One location
Salary.com Estimation for Client Service Associate / Administrative Assistant in Fallbrook, CA
$42,467 - $54,736
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