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Responsibilities
- Client advocate providing exceptional client service and a referable experience for a high level of client satisfaction. Acting as the first line of response, you will communicate in an open, helpful, and engaging tone and focus on finding the right solution to address questions and resolve issues.
- Maintain consistent and regular client contact to grow and deepen existing client relationships
Managing client's service models
- Scheduling and confirming meetings
- Greeting clients and potential clients
- Providing necessary follow-up
Provide general administrative duties
- Answering the advisor's phone
- Processing expense management reports
- Ordering office supplies
- Preparing routine client correspondence
- Assisting clients with secure site
- Scanning and submitting forms
- Incoming checks and mail log
- CRM documentation
Benefits
- Competitive salary and incentive program
- 401(k) Retirement Plan elective deferrals and matching employer contributions
- Company Profit Sharing Plan
- Excellent training opportunities. Increase your knowledge in the industry with our licensing reimbursement program.
- Professional Career Development Plan We work with you to identify your desired career path and provide growth opportunities within our practice.
- Being a part of a team that truly cares for their clients and one another!
- Team culture and our environment is VERY important to us honesty, integrity, excellence, supportive, communicative, collaborative, encouraging, engaging and fun!
Required Qualifications
- College or associate degree is required.
- Professional, friendly, and enjoys speaking with people.
- Experience working in a client service environment providing high level client service.
- Detail orientated
- Good organization and time management skills. Able to manage multiple priorities and prioritize effectively.
- Able to independently work with minimal supervision.
- Exceptional communication skills, both verbally and written. Able to communicate with all levels within the organization.
- Process oriented and can work with a team.
- Strong computer and software skills.
About Our Company
Ojai Private Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. Our advisors care for their staff and their clients, we use outstanding client service and personalized, comprehensive financial advice, to work with our clients passionately to help them plan to achieve their goals so they can experience more confidence now and throughout retirement.
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
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.Base Pay SalaryFull-Time/Part-Time
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