Client Concierge

Overview

At Ameriprise Financial, we’re committed to helping clients achieve their financial goals while fostering an inclusive and collaborative culture. This position is with an Ameriprise Financial Franchise owner. The role supports a fast-paced financial planning team by assisting in daily business functions, delivering a remarkable client experience, and helping the team operate smoothly.

• 50% Client Service / Business Management:
  Prepare and ensure financial advisors’ new business paperwork processes are completed, including preparing forms, obtaining signatures, and tracking new business. Maintain ongoing client contact with quarterly service calls. Communicate issues with service, technology, or partners to the advisor and provide feedback to Home Office contacts to resolve as needed. Follow-up with clients and Home Office on related issues. Prepare cases for client visits.
  
  Track key client-related processes to ensure completion by due date.
• 50% Administrative:
  Lead ad-hoc projects as needed or assigned by leaders and advisors. Process mail and funds compliantly. Greet clients, answer phones and text messages, schedule client appointments, and maintain the team calendar. Process business applications through internal systems. Make brief notes in CRM concerning client calls, follow-ups, and tasks. Assist with various daily tasks and communicate issues to leaders with actionable feedback.

• Strong organizational and computer skills; attention to detail
• Effective communication with clients and team members
• Good time management; ability to multi-task
• Polite and clear phone manner
• Adaptive mindset and positive attitude; willingness to learn and grow
• Proficiency in Microsoft Word and Excel

• 401(k)
• Group short-term/long-term disability insurance
• Group life insurance
• Flex savings
• Base pay salary: $50,000 – $65,000 per year
• Full-Time / Part-Time:
  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, 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.

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries serves more than 3.5 million clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our focus on clients and a strong financial foundation connects Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities.

We foster meaningful careers, invest in the future, and make a difference for clients and communities worldwide.