Client Services Specialist

Benefits:

• 401(k) matching
• Competitive salary
• Free food & snacks
• Training & development

Description:


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 and case management for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a full-time position with a flexible work schedule. Remote work is possible for the right candidate following in-person training in our Cranston RI office. This position could also be part-time with the right candidate.

Responsibilities:


Client Care


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

Business Processing


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

Qualifications:


Must haves


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

Successful Candidates are


Independent self-starters
Process-driven, multi-taskers
Organized with strong time management skills

Nice to Haves


Bachelors Degree
Case Management experience
Robust, in-depth Customer Service experience
Series 7 and 66

Job Type: Full-time

Salary - $55,000 - $60,000 per year

Benefits:

• 401(k) with company match
• Health, Dental and Vision insurance
• Life Insurance
• Long Term Disability Insurance
• Employee assistance program
• Flexible schedule
• Paid time off

Application Requirement


Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you cant follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

• Describe your current work situation and why you are applying for this role.
• What interested you in this role?
• What specific skills do you possess that will help you succeed?
• Describe your experience that relates to this position.
• Confirm you saw the pay rate for this position and that it meets your expectations.
• Why should we hire you.