Client Services Specialist

Client Service Specialist To assist Financial Advisors and Paraplanners in managing and organizing office work flow at an expert level. The main focus of this position is to help the advisor with all client financial planning needs including, meeting prep for plan meetings, running report, creating/tracking deliverables and client communication regarding the planning process. Certificates, Licenses, Registrations, Designations Preferred: Series 7, Series 66 and life & health Responsibilities Financial Planning Assistance: · Enter and update client data into Naviplan · Review and interpret financial statements sent in by clients · Create a dialogue with clients during financial planning process and assist them with: o Questions on outside accounts and account held with Ameriprise o Money movement needs o Bank Authorizations Assist with Deliverables Help with completion Upload to the home office for review Client Service Complete trades and transactions with direction from advisor Create applications and new business as needed Track in Status Manager Assist with rebalancing portfolios for Brent’s clients Track inherited RMDs Call clients to discuss distribution requests Track certificates and create follow up tasks in CRM Track in Status Manager Create scheduling campaigns for advisors Track Managed Account Reviews Help onboard new clients Create client profiles Setup accounts Sit in on client meeting and take notes as needed Write summary letters as needed Administrative Assistance: Maintain client flies and upload necessary planning documents Plan and prioritize own work schedule Complete miscellaneous projects in a timely manner as assigned by Advisor Key Skills/Abilities/Knowledge/Competencies: For success in this role, an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: o Two years’ related experience and/or training; or equivalent combination of education and experience. o Continuing education – Lifelong learning is expected. Language Skills: o Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations o Able to write reports, business correspondence, and procedure manuals o Able to effectively present information and respond to questions from managers, clients, customers, and the general public. o Excellent written and verbal communication skills are essential and mandatory Computer Skills: o Able to use MS Excel, MS Word, Outlook, Adobe, Teams, accounting software, contact management systems, database software and other software tools as necessary Technical duties, tasks, and skills: o Able to process Money Movement requests o Able to prepare and understand a financial plan o Able to navigate the Ameriprise Financial website and guide clients through the website Other Skills and Abilities: · It is essential that the Client Service Specialist role has a high degree of integrity, honesty, commitment and trust. The financial health, image and goodwill of the company are highly influenced by the person holding this position. · The successful Client Service Specialist will have excellent inter and intra personal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view. · Able to communicate with clients in a professional, clear and concise manner is essential. · The Client Service Specialist must exercise discretion in dealing with the personal information of clients. Physical Demands: This position requires the ability to handle significant levels of varied stresses, in particular mental stresses and fatigues. This position operates in a fast paced, highly regulated and ever-changing environment. There are no significant physical demands other than the endurance required to deal with the fast pace and stresses. Work Environment: The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office. There are no unusual or significant hazards and reasonable accommodations can usually be made. Job Type: Full-time Pay: $17.60 - $20.89 per hour Benefits: 401(k) 401(k) matching Dental insurance Paid time off Vision insurance Compensation Package: Bonus opportunities Performance bonus Schedule: Monday to Friday Ability to Commute: Oshkosh, WI 54904 (Required) Ability to Relocate: Oshkosh, WI 54904: Relocate before starting work (Required) Work Location: In person