Client Relationship Manager
Ameriprise Financial Services, LLC, Columbia, MD, United States
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Ameriprise Financial Services, LLC provided pay range
This range is provided by Ameriprise Financial Services, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$53,000.00/yr - $65,000.00/yr Additional compensation types
Annual Bonus Company Description Ameriprise Financial Services, LLC has been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management, and insurance capabilities, Ameriprise serves the full range of individual and institutional investors' financial needs. Role Description This is a full-time hybrid role for a Client Relationship Manager based in Columbia, MD. Some work from home is acceptable. Most employees in similar roles average 2 days/week in office and 3 days/week from home. The primary responsibilities are as follows: Builds and maintains client relationships, ensuring client satisfaction for a referable experience Assists financial advisor with client meeting prep and follow-up Documents notes during all of the advisor’s client meetings Completes money movement requests as needed following client meetings Supports financial advisor with client ad-hoc requests via phone and email and ensures that advisor is following through with their workload and tasks Qualifications Ability to build and maintain client relationships Excellent communication and interpersonal skills Strong organizational and time management abilities Exceptional attention to detail Experience with Salesforce is a plus Experience in the financial services industry encouraged but not required Bachelor's degree in Finance, Business, Economics, or related field encouraged but not required Salary & Benefits Starting salary range is based on experience Compensation is expected to grow beyond the starting range as you progress in the role and demonstrate value to the team Additional performance-based incentives and career advancement opportunities available Company-sponsored health insurance Company-sponsored life and disability insurance 401(k) plan with employer matching PTO and holiday pay Financial assistance for professional growth opportunities Annual bonuses for achieving individual goals Company-sponsored team trip for achieving annual team goals Seniority level
Entry level Employment type
Full-time Job function
Sales and Business Development
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This range is provided by Ameriprise Financial Services, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$53,000.00/yr - $65,000.00/yr Additional compensation types
Annual Bonus Company Description Ameriprise Financial Services, LLC has been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management, and insurance capabilities, Ameriprise serves the full range of individual and institutional investors' financial needs. Role Description This is a full-time hybrid role for a Client Relationship Manager based in Columbia, MD. Some work from home is acceptable. Most employees in similar roles average 2 days/week in office and 3 days/week from home. The primary responsibilities are as follows: Builds and maintains client relationships, ensuring client satisfaction for a referable experience Assists financial advisor with client meeting prep and follow-up Documents notes during all of the advisor’s client meetings Completes money movement requests as needed following client meetings Supports financial advisor with client ad-hoc requests via phone and email and ensures that advisor is following through with their workload and tasks Qualifications Ability to build and maintain client relationships Excellent communication and interpersonal skills Strong organizational and time management abilities Exceptional attention to detail Experience with Salesforce is a plus Experience in the financial services industry encouraged but not required Bachelor's degree in Finance, Business, Economics, or related field encouraged but not required Salary & Benefits Starting salary range is based on experience Compensation is expected to grow beyond the starting range as you progress in the role and demonstrate value to the team Additional performance-based incentives and career advancement opportunities available Company-sponsored health insurance Company-sponsored life and disability insurance 401(k) plan with employer matching PTO and holiday pay Financial assistance for professional growth opportunities Annual bonuses for achieving individual goals Company-sponsored team trip for achieving annual team goals Seniority level
Entry level Employment type
Full-time Job function
Sales and Business Development
#J-18808-Ljbffr