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Client Service

Company: Ameriprise Financial
Location: Glenview
Posted on: November 15, 2022

Job Description:

Job Description Step into an instrumental role in a Private Wealth Advisory firm that serves over 300 households with a full range of financial planning services. This position has a key role in coordinating communications to and from our clients and supporting the work of our advisory team. Role requires being on-site 4-5 days/week. Commitments / Rewards Weekly commitment of 25-40 hours Compensation range: $22 - $25 / hour depending on experience Responsibilities Schedule client appointments and prepare agendas/ forms for appointments Maintain client contact management system & generate reports Conduct client appointment reminder calls and check-in calls on follow up items Greet and extend hospitality to clients upon arrival at office Document client contacts/calls Administer ongoing systematic marketing communications to clients/prospects Support the coordination of client appreciation and marketing events Respond to basic level inquiries from clients via phone or email Schedule client appointments and prepare agendas/ forms for appointments Maintain client contact management system & generate reports Conduct client appointment reminder calls and check-in calls on follow up items Greet and extend hospitality to clients upon arrival at office Document client contacts/calls Administer ongoing systematic marketing communications to clients/prospects Support the coordination of client appreciation and marketing events Respond to basic level inquiries from clients via phone or email Required Qualifications Key Traits / Knowledge to be successful in this position: Strong organizational and computer skills Attention to detail and organization Effective time management Polite and clear phone manner Positive attitude and willingness to constantly learn and grow Experience with Microsoft Office suite (Outlook, Word, Excel, PowerPoint) is helpful Familiarity with Salesforce CRM software is a major plus

Keywords: Ameriprise Financial, Glenview , Client Service, Other , Glenview, Illinois

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