This listing was posted on Professional Diversity Network.
Client Service Coordinator
Location:
Boca Raton, FL
Description:
Are you passionate about providing exceptional customer service and administrative support? Ameriprise is seeking a Client Service Coordinator to support branch activities, as well as provide administrative support to the Branch Manager and Operations Leader. This position will be responsible for a wide variety of duties including administrative support to advisors, check scanning, mail handling, website updates, and expense reports. As the face of the branch, this individual will have the opportunity to make a memorable first impression with clients and lasting impact within the branch. Responsibilities: Provide general reception and office support, accountable for general office responsibilities including support to the Branch Manager and Operations Leader.Process invoices and expense reports, order supplies, prepare reports, provide administrative support to the branch, compliance record keeping, etc.Provide support for marketing, client acquisition events and activities. Assist with logistics marketing and client acquisition events, including venue, RSVPs, supplies, etc.Prepare and submit marketing compliance documentation and marketing wholesaler reimbursement. 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 integrity.Excellent interpersonal skills to interact efficiently with clients during phone calls, emails or in person.Effective written and verbal communication skills, strong client service orientation.Strong ability to multi-task and balance multiple priorities, strong attention to detail.Proficient with standard software and office equipment. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group PDN-9bf38d05-b94e-4ef3-89ad-d26386cbcbd2
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to Professional Diversity Network
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Client Service Coordinator
Client Service Coordinator is a Customer Service Service Coordinator Job at Ameriprise Financial located in Boca Raton FL. Find other listings like Client Service Coordinator by searching Oodle for Customer Service Service Coordinator Jobs.
Client Service Coordinator is a Customer Service Service Coordinator Job at Ameriprise Financial located in Boca Raton FL. Find other listings like Client Service Coordinator by searching Oodle for Customer Service Service Coordinator Jobs.