Client Service Specialist Ameriprise Financial - 3.8 West Des Moines, IA Job Details Full-time $21.50 - $25.00 an hour 19 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Professional development assistance Life insurance Retirement plan Qualifications Confidential information handling Bachelor's degree Attention to detail Financial services Multi-line phone systems Time management

Full Job Description Client Service Specialist TITLE:

Client Service Specialist

LOCATION

Hybrid

CLASSIFICATION

Non-Exempt

REPORTS TO

Operations Manager About Ascendant Wealth Management Group:

Ascendant Wealth Management Group is a private wealth advisory practice of Ameriprise Financial Services, Inc. Our professionals work with clients to organize their financial outline in order to have a confident retirement. Ascendant Wealth Management Group offers a competitive benefit plan that includes medical, dental, vision, LTD, STD, Life and a great compensation structure.

Summary:

The Client Service Specialist supports team initiatives throughout multiple office locations. This position utilizes the client relationship model and turnkey tools available to assist the team in servicing clients. The goal of the CSS is to assist in achieving the company's long-range vision through the delivery of the client service model and processes which keeps the Advisor in front of clients, delivers a consistent, repeatable and reliable client experience that exceeds their expectation and results in a deeper client experience.

Key Responsibilities:

Maintain a welcoming office environment for clients and prospects Follow our high standards for compliance when working with clients and prospects

• Full knowledge and support of team phone system Answers phones quickly and professionally, and directs calls appropriately
• Process mail in and out and maintain our mail and check log in accordance with compliance regulations as the Primary or Backup Mail Handler, depending on location Scan Checks as the Primary or Backup Mail Handler, depending on location Reviews client notes for completion and accuracy, then documents those notes in our contact management system (Ameriprise CRM)
• Complete a variety of tasks, such as householding issues, suitability updates, standard and complex money movement requests, cost basis research, monitor and update Account Fees, RMD processing, assist with Secure Site registrations, and submit & track client transfer and rollover requests
• Prepare new business forms necessary to implement recommendations, such as Custom Advisory Relationship documents, brokerage, insurance, and financial plan applications, and others as assigned
• Provide back-up assistance to other members of the Client Service Team Plan and prioritize own work schedule using to-do lists, calendars, computer software or other work/time management systems
• Review work methods and procedures for possible quality improvements and efficiencies with a high regard for Compliance
• Additional practice support duties as assigned.

Skills/Qualifications:

Polite and clear phone manner Direct attention to detail and organization Positive attitude and a sincere willingness to learn and grow Ability to multi-task Demonstrated ability to work effectively with team members. Effective and efficient time management

• Outstanding organizational and computer skills Must exercise discretion in dealing with the personal information of clients

Education, Experience, and Licensing Requirements:

Bachelor's Degree Financial Services related experience and/or training strongly encouraged Continuing education - Lifelong learning is expected.

Physical Demands:

This position requires the ability to handle significant levels of varied stresses, in particular, mental stresses and fatigues. This position operates in a fast paced, highly regulated and ever-changing environment. There are no significant physical demands other than the endurance required to deal with the fast pace environment and stresses.

Work Environment:

The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office. There are no unusual or significant hazards and reasonable accommodations can usually be made.

Pay:

$21.50 - $25.00 per hour Expected hours: 40.0 per week

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Retirement plan Tuition reimbursement Vision insurance

Work Location:

Hybrid remote in West Des Moines, IA 50266