Job DescriptionHelp conduct the operation of a financial advisory practice with a respected Advisory frim within the Rochester area. Assist financial advisor(s) in managing office work flow with an emphasis on creating and delivering a unique client experience. Consistently follow high standards of business and professional ethics and legal and regulatory requirements. Provide client relationship support through interacting directly with clients to ensure accurate account set up, answering client questions, coordinating/tracking projects and perform other practice management tasks such as organizing client seminars. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position functions: Business management
- Work with home office to ensure accurate account setup and resolve issues
- Answer questions and provide readily available information to clients
- Maintain files and records
- Provide insight on effective use of key tools (website, social media, email, etc.)
Client Care
- Set up and maintain client management system
- Write letters to clients and administer client appreciation events and seminars
- Attend and participate in client meetings as necessary
- Conduct transaction requests as directed
- Receive and administer communications to/from clients and prospects to schedule appointments or refer to advisor
Key traits of a successful Client Service Associate/Manager:
- Effective communication with clients, advisors and staff
- Strong computer and phone skills
- Efficient time management, attention to detail, organization, and multi-tasking skills
- Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial
- Ability to support and provide guidance for compliance
- Positive attitude and sincere willingness to continually learn and grow
Education and other designations:
- College degree or higher
- 2+ years of related experience
- Have or be to able obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses
Don't miss out on this opportunity to join a well-established company in the financial industry as a Client Service Associate. For additional information, please contact JJ Flores at ...@gogpac.com or 224.###.####.All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.