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Bespoke Wealth Advisory Group
Client Service Associate
Career Insights for Client Service Representative / Associate
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Based on Ohio data
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What they do
A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
$41,856 / year median in Ohio
-14% projected decline
Job Description
Job Summary Bespoke Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services® LLC . is seeking a dynamic and proactive Client Service Associate to join our team and elevate the client experience. In this role, you will serve as a vital link between clients and internal teams, ensuring seamless communication, efficient account management, and exceptional customer service. Your energetic approach and attention to detail will drive client satisfaction, foster long-term relationships, and support the growth of our client portfolio. This key position offers an exciting opportunity to develop your skills in project management, CRM systems, and cross-functional collaboration within a fast-paced environment. www.ameripriseadvisors.com/team/bespoke-wealth-advisory-group/ Responsibilities Administrative assistance 60%
- Prepare correspondence for advisor signature
- Track all client and practice materials including business correspondence
- 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 Client care 40%
- 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 Key Traits of a
Successful Client Service Associate:
- 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
- 4+ years of experience in similar roles