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Ameriprise Financial, Inc

Client Relationship Manager

Ameriprise Financial, Inc.
Plymouth, United States
Posted 8 days ago Permanent Competitive
Client Relationship Manager
Help conduct the smooth operation of a fast-paced and friendly financial planning office. The intent of this position is to help create capacity allowing the advisor to focus more time and energy on serving clients well and growing the practice. You will be instrumental in managing basic practice functions and nurturing client relationships. You will assist in daily business operations such as scheduling, answering phones, maintaining files, greeting clients, and coordinating events.

Starting Pay Range: $40,000-$70,000 (based on experience and licensing)

Other Benefits:

Flexible hours
Potential to work part-time from home (after completed training)
Access to employer-subsidized medical/retirement benefits
Business casual work environment
Free parking

Responsibilities

Position Functions: 70% Client Care / 30% Business Management
  • Maintain client management/scheduling system
  • Track data gathering for client meeting prep
  • Provide personal touches to deepen client relationships
  • Coordinate client appreciation events
  • Increase effectiveness of advisor website and social programs (GoSocial, LinkedIn, etc.)
  • Work with home office to ensure accurate account setup and resolve issues
  • Maintain files and records in accordance with the records retention policy
  • Work with tech support to keep practice running smoothly
Key Traits of a Successful Client Service Manager
  • Attention to detail
  • Excellent interpersonal, communication and writing skills
  • Effective and efficient time management
  • Polite and clear phone manner
  • Ability to multi-task
  • Positive attitude and sincere desire to help others


Required Qualifications

  • College degree preferred but not required
  • 2+ years of similar experience


About Our Company

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Job ID  26724BR
ABOUT COMPANY
Minneapolis, United States
Private Banking / Wealth Management
For 125 years, Ameriprise has remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full a...
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