New job Client Service Coordinator/Administrative Assistant in Montana

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of Granite Peak Wealth Advisors, an independent advisor franchisee with a private wealth advisory practice of Ameriprise Financial. Assist in daily business operations.
Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Starting Salary: Dependent on experience and abilities.

Responsibilities

• Call clients or prospects to set up meetings or appointments
• 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
• Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
• Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice
• Set up and maintain client management system
• Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
• Coordinate client appreciation events and seminars
• Answer unsolicited calls from prospects to schedule appointments or refer to advisor
• Process mail and client checks
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Required Qualifications

Key Traits of a Successful Administrative Assistant/Client Service Coordinator

• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

• 2+ years of similar experience