Client Services Specialist

Benefits

• Opportunity to move to full-time
• Flexible schedule
• Opportunity for advancement

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is 100% in person in our Cranston office and can lead to a full-time opportunity for the right candidate.

• Review, prepare documents and update client information as needed for client review meetings
• Manage and resolve client service problems
• Perform other allowable duties as assigned by the financial advisor(s)
• Set up and maintain client management system
• Call clients or prospects to set up meetings or appointments
• Assist with coordination of client appreciation events and seminars
• Assist with client mailings

• Work with home office to ensure accurate account setup and resolve issues
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Maintain files and records in accordance with the records retention policy

• Strong analytical, verbal communication, and writing skills
• Strong attention to detail, positive attitude and desire to learn
• An interest in financial planning, client service and investment management
• Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
• Ability to work independently
• Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
• High School Diploma, or equivalent

• Bachelor's Degree
• Series 7 and 66

Job Type: Part-time

Pay Rate: $55,000 - $60,000