Client Concierge

Position Overview

This position is with an Ameriprise Financial Franchise owner. The role focuses on managing client service and business operations for a financial planning team.

• Prepare and ensure financial advisors’ new business paperwork processes successfully, including preparing forms, obtaining appropriate signatures, and tracking new business.
• Maintain connection with clients on an ongoing basis by making quarterly service calls.
• Communicate issues related to service, technology, platinum partners, etc. with advisors and provide feedback to Home Office contacts to resolve if necessary.
• Follow up with client and Home Office on related issues.
• Prepare cases for client visits.
• Track key client‑related processes to ensure completion by due date.

50%

• Assist and lead ad‑hoc projects as needed or assigned by Leader and advisors.
• Process mail and funds compliantly.
• Greet clients upon arrival and extend hospitality.
• Answer and field client phone calls and text messages.
• Schedule client appointments and maintain the team calendar.
• Process business applications through an internal electronic system.
• Make brief notes each day in CRM concerning client calls, follow‑up, and tasks.
• Assist with various tasks throughout the day.
• Communicate issues to Leaders and provide actionable feedback.

50%

• Strong organizational and computer skills.
• Attention to detail and organization.
• Effective communication with clients and team members.
• Effective and efficient time management.
• Polite and clear phone manner.
• Ability to multi‑task.
• Adaptive mindset.
• Positive attitude and sincere willingness to constantly learn and grow.
• Proficiency in Microsoft Word and Excel is required.

The salary range will be $50,000 - $65,000 per year.

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, 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. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

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.