Customer Service Manager
ClearCourse Wealth Advisors, Private wealth advisory practice of Ameriprise Financial Services, LLC, Columbus, OH, United States
Overview
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of ClearCourse Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services LLC.
The perfect candidate for this position will have previous work experience in the financial industry and /or a basic knowledge of investment, insurance, and annuity products. The Client Service Manager supports the many different tasks for which the advisors are responsible, allowing the advisors to focus more time and energy on client acquisition and deepening client relationships. The Client Service Manager also leads, trains and provides coaching to the other Client Service personnel in the practice. The Client Service Manager allows the advisors the assurance that the practice is being maintained and supported within Ameriprise Financial guidelines.
This role develops and maintains best-in-class processes for the practice. This role also provides administrative support by scheduling meetings, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as scanning, copying, and/or organizing the logistics of a client event. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the team.
Position Information
Payrate: $75,000 - $110,000 commensurate with experience
Benefits: Paid sick, vacation, holidays after 90 days and 401k eligibility after one-year of service
Position Functions
Administrative assistance 50%
Prepare correspondence for advisor signature
Copy and track all client and practice materials including business correspondence
Copy and follow-up with home office on related issues
Schedule client appointments and prepare agendas/ forms for appointments
Conduct client appointment reminder calls and check-in calls on follow up items
Assist the planning assistant, paraplanner, associate financial advisors and advisors
Perform other allowable duties as assigned by the financial advisors
Greet clients upon arrival and extend hospitality to clients
Set up and maintain client management system
Write email or letters to clients and administer client appreciation
Answering and documenting client contacts/calls
Track client special events and make appropriate contact per established client contact model
Develop and maintain best-in-class processes for client servicing across the practice
Provide leadership and coaching to the rest of the Client Service team
Teach and train the team on systems and processes
Key Traits of a Successful Client Service Manager
Attention to detail and organization
Positive attitude and sincere willingness to constantly learn and grow
Excellent communication skills for interaction with clients/advisors/staff
Strong organizational and computer skills
Effective and efficient time management
Polite and clear phone manner
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
Ability to support and provide guidance for compliance within the advisor’s practice
Education and Other Designations
College degree or equivalent work experience
5+ years of experience in similar roles
Preference given to candidates with an Ohio Insurance License and/or FINRA Series 6 or Series 7
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Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of ClearCourse Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services LLC.
The perfect candidate for this position will have previous work experience in the financial industry and /or a basic knowledge of investment, insurance, and annuity products. The Client Service Manager supports the many different tasks for which the advisors are responsible, allowing the advisors to focus more time and energy on client acquisition and deepening client relationships. The Client Service Manager also leads, trains and provides coaching to the other Client Service personnel in the practice. The Client Service Manager allows the advisors the assurance that the practice is being maintained and supported within Ameriprise Financial guidelines.
This role develops and maintains best-in-class processes for the practice. This role also provides administrative support by scheduling meetings, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as scanning, copying, and/or organizing the logistics of a client event. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the team.
Position Information
Payrate: $75,000 - $110,000 commensurate with experience
Benefits: Paid sick, vacation, holidays after 90 days and 401k eligibility after one-year of service
Position Functions
Administrative assistance 50%
Prepare correspondence for advisor signature
Copy and track all client and practice materials including business correspondence
Copy and follow-up with home office on related issues
Schedule client appointments and prepare agendas/ forms for appointments
Conduct client appointment reminder calls and check-in calls on follow up items
Assist the planning assistant, paraplanner, associate financial advisors and advisors
Perform other allowable duties as assigned by the financial advisors
Greet clients upon arrival and extend hospitality to clients
Set up and maintain client management system
Write email or letters to clients and administer client appreciation
Answering and documenting client contacts/calls
Track client special events and make appropriate contact per established client contact model
Develop and maintain best-in-class processes for client servicing across the practice
Provide leadership and coaching to the rest of the Client Service team
Teach and train the team on systems and processes
Key Traits of a Successful Client Service Manager
Attention to detail and organization
Positive attitude and sincere willingness to constantly learn and grow
Excellent communication skills for interaction with clients/advisors/staff
Strong organizational and computer skills
Effective and efficient time management
Polite and clear phone manner
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
Ability to support and provide guidance for compliance within the advisor’s practice
Education and Other Designations
College degree or equivalent work experience
5+ years of experience in similar roles
Preference given to candidates with an Ohio Insurance License and/or FINRA Series 6 or Series 7
#J-18808-Ljbffr