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Responsibilities Include
- Serve as the primary point of contact for our clients, providing personalized assistance and guidance for daily business operations.
- Greet clients when they arrive for meetings and ask probing questions to learn more about them.
- Effectively answer phones as primary 1 day per week and as backup to other team member 4 days per week.
- Conduct regular proactive check-ins and follow-ups with clients to ensure their satisfaction and address any concerns or issues in a timely manner.
- Assist clients with onboarding and account setup processes, ensuring a smooth transition onto our platforms and services.
- Consistently follow high standards of business and professional ethics and legal/regulatory requirements.
- Provide feedback and recommendations to internal teams to improve our overall client experience.
- Organize, maintain and track a systematic process for key business initiatives (Centers of Influence, client referrals).
- Assist with development and implementation of our marketing plan
- Manage our Social Media platforms (LinkedIn, Facebook, Instagram) to align messaging with our brand and increase traffic and followers to them. Share metrics with the team and collaborate ideas for brand exposure.
- Independently manage branding and marketing materials (photos, team website, practice branding, etc.)
- Organize and track appreciation and educational events. Work directly with wholesalers to obtain funding for educational events.
- Proactively organize and manage special touch WOWS (birthdays, holidays, new pets, babies, retirement, etc.)
Key Traits of a Successful Client Service Specialist
- This client-facing role requires strong written and verbal communication skills, with an ability to listen, learn and translate needs.
- Collaboration with clients, team, and corporate partners
- Strong interpersonal skills
- Clear, concise, and personable phone interactions
- Detail-oriented with excellent organizational and time management skills to effectively track projects and tasks
- Demonstrated ability to handle confidential information and ability to adhere to rules and regulations as required by advisors and the firm
- Demonstrated client relationship management skills with a focus on delivering exceptional client service with a positive attitude
- Strong computer skills, including Microsoft Word, Outlook and Powerpoint
- Ability to multitask and pivot quickly based on changing priorities
- Demonstrated judgement and decision-making abilities and keen sense of when to advance concerns or issues
- Enhanced social media traffic and brand awareness
Qualifications
- No College degree required.
- Minimum of 1 year of experience in a client-facing role, preferably working within a small business environment
- Strong Social Media knowledge and skills preferred
- Knowledge of small business operations, challenges, and trends is a plus
- Office experience and Social Media knowledge preferred.
- Ability to pass all required state and federal background checks necessary for hire.
This role is Full-time and 100% in our Clinton, NJ office. This position will be an employee of an independent Franchise team, not of Ameriprise Financial. Responsibilities may change over time to meet the needs of the practice and can include other duties as assigned.
If you are a motivated individual who enjoys building relationships and helping small businesses thrive, we would love to hear from you. Please submit your resume and a cover letter highlighting your relevant experience.
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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