Client Service Specialist Jr Paraplanner

Job Description

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—friendly—financial planning practice. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

• Answer and route incoming calls
• Greet guests upon arrival and extend hospitality
• Receive and distribute deliveries of mail & packages
• Log and process incoming mail & checks
• Coordinate and execute mailings and overnight mail
• Schedule and confirm client appointments
• Preparation of meeting agendas and applicable forms
• Follow up with clients on pending items or missing information
• Document clients contact interaction and calls
• Update client management system
• Prepare client correspondence and new business applications
• Follow up with home office on client related matters
• Address client inquiries by providing readily available and allowed information
• Serve as liaison for management with internal clients & vendors
• Oversee client experience from client’s perspective
• Attend team meetings and marketing events as necessary
• Place outgoing client management calls
• Satisfy ongoing compliance and development training as assigned
• Participate in training new employees
• Oversee office aesthetics to ensure best presentation
• Assist marketing team with ad-hoc requests
• Preparation of ongoing financial planning deliverables
• Assisting with the client’s implementation process
• Leveraging on web-based contact management system to monitor client issues
• Other duties assigned by management

• Must have Series 7, and Series 65 or 66 (or able to obtain within four months)
• Life & Health insurance license (or able to obtain within six months)
• Minimum of 1-3 years of direct experience in financial services industry
• College degree preferred but not required
• Strong communication and analytical skills
• Organizational and multi-tasking ability
• Tech-driven / savvy
• Good attitude with others
• Motivation for self-improvement

Monday – Thursday, 8:00am – 4:30pm, Friday 8:00am - 3:30pm. Half-hour lunch break.

Compensation commensurate with relevant experience. Group medical, dental, life & disability. 401K after one-year employment. Holidays and paid time off per company policy.