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Client Service Coordinator

Expired Job

Ameriprise Financial Lone Tree , CO 80124

Posted 4 months ago

Provide general office support, administrative support to the branch manager and operations leader and other run the business support activities. Provide administrative support to advisors, which includes check scanning, mail handling, website updates, expense reports, etc. Act as the face of the branch, thus requiring excellent client service skills and professionalism.

Responsibilities

Provide general reception and office support; accountable for general office responsibilities. These duties include support to the Branch Manager and Operations Leader, processing invoices and expense reports, supply ordering, prepare reports, provide administrative support to the branch (check scanning, mail handling, etc.), compliance record keeping, etc.

Provide support for marketing, client acquisition events & activities. Assist with logistics marketing and client acquisition events, including venue, RSVPs, supplies, etc. Prepare and submit marketing compliance documentation and marketing wholesaler reimbursement. Website updates.

Required Qualifications

  • Associate (2-year) degree or equivalent.

  • 1 -3 years Relevant Experience Required.

  • Ability to function in a fast paced environment and maintain operational quality, demonstrated professionalism.

  • Excellent interpersonal skills to interact effectively with clients during phone calls, emails or in person.

  • Effective written and oral communication skills, strong client service orientation.

  • Ability to handle multiple priorities, strong attention to detail.

  • Proficient with standard software and office equipment.

About Our Company

With the right company, life can be brilliant. At Ameriprise, we're not just in the business of managing our clients' finances we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.


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Client Service Coordinator

Expired Job

Ameriprise Financial