Job description Client Service Specialist/Receptionist

Job description

Client Service Specialist/Receptionist

Crosby Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC is seeking a full-time or part-time Client Service Specialist/ Receptionist in Anchorage, AK.

http://www.ameripriseadvisors.com/jeffrey.m.crosby/profile/

As an independent arm of Ameriprise Financial, Crosby Wealth Advisors is seeking a motivated individual to work for one of the most successful financial planning and investment firms in the nation. Jeff Crosby has been a member of the Chairman’s Advisory Council for being one of the nation’s top 1% of advisors for Ameriprise since 2000. He has been selected as one of Barron’s Top 1200 advisors for the past decade and was named to the Ameriprise Hall of Fame in 2010. This position is a great opportunity for your career in personal finance with one of the best advisors and teams in the country.

As a Client Service Specialist/Receptionist, you will help provide client relationship support through interacting directly with clients to ensure accurate account set up, answering client questions, coordinating/tracking projects and CRM systems and manage client task workflow with an emphasis on creating and delivering a unique client experience. You will receive the training and support you need to advance in your career and collaborate with peers in a diverse family-like environment.

Our business is about helping clients plan for their goals and dreams, and we want to inspire you to achieve your own.

About Ameriprise: Ameriprise Financial has a 115-year history of building long-

lasting, personal client-advisor relationships. We treat our clients as we treat each other - with fairness, dignity and respect. It's no wonder we're America's leader in financial planning. Here, you can get the training and support you need to advance in your career, collaborate with peers in a diverse family-like environment, and know that your efforts will be rewarded. Our business is helping clients plan for their goals and dreams, and we want to inspire you to achieve your own.

This position requires that you possess the following skills:

• Possess a high level of organization and superior attention to detail
• Effective and efficient time management
• Excellent verbal & written communication skills with clients and other advisors/staff
• Ability to be self-sufficient at times with limited instructions
• Ability to multitask and accurately relay information to customers and team members
• Ability to adhere to rules and regulations as stated and required by Ameriprise Financial & FINRA
• Strong computer and software knowledge, including a high level of proficiency with Microsoft Word, Excel, Outlook, and CRM systems
• Mature individual to handle confidential and sensitive information
• Positive attitude and sincere willingness to constantly learn, grow and be adaptable to change
• Desire to work in a close-knit team environment and ability to adapt in a fast-paced environment

Responsibilities

• Answering phones and directing calls to the appropriate planner/staff.
• Responsible for scheduling client appointments.
• Maintaining client management system for ongoing client contact
• Maintaining Client/Prospect records and CRM reporting
• Directly support tenured advisors and team to provide superior service to our clients
• Answer questions and provide information to clients as it relates to servicing their accounts
• Assisting with new client set up, account opening, processing money movements and account transfers
• Manage and resolve client service problems
• Client meeting follow up and managing/completing related tasks
• Greet clients and offer/deliver refreshments
• Keep coffee/drink area stocked and attractive for client use.
• Ordering office supplies when needed
• Sort all incoming mail and checks, log them as appropriate and then distribute to agents and staff.
• Assist with planning events and client gifting
• Miscellaneous responsibilities and assisting others in the practice
• Answering phones and directing calls to the appropriate planner/staff.
• Responsible for scheduling client appointments.
• Maintaining client management system for ongoing client contact
• Maintaining Client/Prospect records and CRM reporting
• Directly support tenured advisors and team to provide superior service to our clients
• Answer questions and provide information to clients as it relates to servicing their accounts
• Assisting with new client set up, account opening, processing money movements and account transfers
• Manage and resolve client service problems
• Client meeting follow up and managing/completing related tasks
• Greet clients and offer/deliver refreshments
• Keep coffee/drink area stocked and attractive for client use.
• Ordering office supplies when needed.
• Sort all incoming mail and checks, log them as appropriate and then distribute to agents and staff.
• Assist with planning events and client gifting
• Miscellaneous responsibilities and assisting others in the practice

Educations and other qualifications:

• College degree or higher preferred
• 2-3 years of client service experience
• 2-3 years’ experience in the financial services industry preferred (not required)

Job Types: Part-time, Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• 20-40 hours/ 5-day week schedule

Work Location: Anchorage, AK 99503

Job Types: Full-time, Part-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Relocate:

• Anchorage, AK 99503: Relocate before starting work (Required)

Work Location: In person