Client Service Associate

Client Service Associate 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.

This position is with an Ameriprise Financial Franchise owner.

Job DescriptionForward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and ever evolving team in our Bethesda location. We are seeking a talented individual who will step into an instrumental role by providing client relationship support by deepening existing client relationships and providing exceptional service with proactive communication.

Key Responsibilities:

Call, text, and email clients or prospects to set up meetings or appointmentsPrepare agendas and forms for appointmentsComplete client summary letters following client meetingsConduct client appointment reminder calls, and check-in calls on follow up itemsSupport marketing efforts to the practice, especially with respect to coordination of seminars, in-person events, and social media engagementCoordinate client appreciation events for the practiceAnswering calls to the officeAnswer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accountsMaintain and order office suppliesProcess incoming mailPerform other allowable duties as assigned by the financial advisorsGreet clients upon arrival and extend hospitality to clientsKey Traits of a successful

Client Service Associate:

ExtrovertedClear communicatorEnjoy working with peopleVery strong attention to detailStrong organizational and computer skillsStrong work ethic and the highest level of professionalismEffective communication with clients and other advisors/staffEffective and efficient time managementPolite and clear phone mannersAbility to quickly transition from task to taskAbility to support and provide guidance for compliance within the advisor's practicePositive attitude and sincere willingness to constantly learn and growEducation and other requirements:3+ years of similar experienceBackground in financial services industry preferredCompensationNegotiable, depending on experienceBase Pay SalaryThe salary range will be 54k to 68k/ yearFull-Time/Part-TimeFull timeAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

VEVRAA Federal Contractor.

We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.

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