Client Service and Operations Specialist Client Service and Operations Specialist …

Ameriprise Financial, Inc.
in Davis, CA, USA
Festanstellung, Vollzeit
Seien Sie der erste Bewerber
Ameriprise Financial, Inc.
in Davis, CA, USA
Festanstellung, Vollzeit
Seien Sie der erste Bewerber
Client Service and Operations Specialist
Job Description

We are one of the top financial advisory practices with one of the largest independent broker dealers in the country and offer opportunity to grow. This exciting role supports the tenured financial advisor and team in our fast-paced, successful financial planning practice. We are leaders in our field with a unique, personalized approach to financial planning that focuses on helping people achieve their long-term goals.
We serve clients throughout Solano County as well as across the country. For the past 27 years, we have specialized in helping success-minded people plan for their retirement goals. There's no better feeling than helping clients plan to achieve their dreams!


Primary responsibilities for this position include:
  • Ensure first impression of our clients is a "Wow" experience either in person or via phone
  • Answering incoming calls, helping clients when possible, routing calls to appropriate team member and taking messages appropriately
  • Responsible for calendar management; including but not limited to, coordination of Advisor's schedules, scheduling and confirming client appointments and scheduling follow up appointments
  • Provides operational support to new and existing clients
  • Manage escalated client issues to ensure smooth and efficient client interaction
  • Provides general administrative support, generating reports and preparing correspondence
  • Spearheads and assists with special projects for various areas of the Company
  • Supports compliance within the practice
  • Passion for delivering exceptional client service
  • Sharp, polished and flexible
  • Acute attention to details and organization
  • Effective and clear communicator
  • Team player, collaborative, positive attitude and willingness to learn

Required Qualifications

  • Minimum of 5 years of professional experience required
  • Undergraduate college degree preferred
  • A high level of professionalism
  • Knowledge of investment products, policies and procedures helpful
  • Experience with Microsoft office applications and ability to learn other software and technology
  • Demonstrated attention to detail, self-initiated follow-through, outstanding time management and organizational skills
  • Ability to juggle multiple and competing tasks and demands
  • Ability to be discreet and keep confidentiality

Hours Full time (40 per week)
Hourly Rate $17-$20
Vacaville location
Ameriprise Financial, Inc. logo
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