Client Service Manager Client Service Manager …

Ameriprise Financial, Inc.
in Fergus Falls, MN, USA
Festanstellung, Vollzeit
Seien Sie der erste Bewerber
Competitive
Ameriprise Financial, Inc.
in Fergus Falls, MN, USA
Festanstellung, Vollzeit
Seien Sie der erste Bewerber
Competitive
Client Service Manager
Job Description

Role: To provide exceptional customer service to our clients.

Responsibilities

  • Phone Duties
    • Handling incoming phone calls within 3 rings
    • Getting as much information as possible from the callers before passing the calls to a junior advisor. No calls should go directly to the senior advisor unless it's been pre-approved
  • Scheduling
    • Each advisor has a goal of 10 appointments per week
    • The client service manager needs to have an organized & editable list of clients & prospects with each groups service schedule
    • Outgoing calls need to be made until those 10 appointments are scheduled
    • reminder calls need to be made the day before or morning of the meeting
  • Advisor Support
    • Preparing agendas for meetings, processing paperwork, checks, electronic filing and anything else requested by the advisor
    • Follow-up on processed paperwork to maintain that it was submitted in-good order. If not, correcting or making the advisor aware so it can be corrected in a timely fashion
    • Understanding Ameriprise systems so you can setup clients & create basic paperwork without assistance
    • Handling incoming & outgoing mail & logs
  • Client Service
    • Greeting & offering clients a beverage as they enter
    • Make them feel as welcome as possible in the waiting room
    • Letting the advisor know the clients have arrived
  • Marketing
    • Work with the marketing team and advisors to organize the events
    • Send out invites & take the RSVPs
    • Supply ordering and general organization
    • Maintain social media and advisor websites
  • Office
    • Oversee the office, keep clean and in an orderly fashion in-between cleaner visit
    • Let the landlord or advisors know if there's any major issues


Required Qualifications

  • Preferred high school diploma or higher.
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