Client Relationship Manager

Ed Clyburn, AAMS   Wytheville, VA   Full-time     Finance
Posted on July 8, 2020

Ed Clyburn, AAMS
A financial advisory practice of Ameriprise Financial Services, Inc

Client Relationship Manager

Position Description:

Full-time position, Monday through Friday: 8-5

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as a member of an independent advisor franchisee team with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

The Client Service Specialist supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The Client Service Specialist allows the advisors the assurance they need to know that their practice is being maintained and supported within Ameriprise Financial guidelines.

Responsibilities:
• Answer incoming phone calls. Screen calls and route to appropriate person
• Manage advisors' calendars and schedule client appointments
• Conduct client appointment reminder calls and check-in calls
• Greet clients upon arrival and extend hospitality to clients
• Process incoming/outgoing mail and maintain mail logs
• Scan and upload documents
• Prepare correspondence for advisor signature
• Prepare and send out meeting/confirmation postcards
• Set up and maintain client management system
• Document client contacts/calls
• Attend larger client events
• Perform other allowable duties as assigned by the financial advisors

Qualifications
• Previous experience in customer service, sales, or other related fields
• Ability to build rapport with clients
• Ability to prioritize and multitask
• Positive and professional demeanor
• Excellent written and verbal communication skills
• Strong attention to detail
• Strong organizational skills


Ed Clyburn, AAMS

Wytheville , VA