Company Services :

An Ameriprise private wealth advisory practice with multiple office locations in the states of California and Ohio assisting clients in meeting their financial goals with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.

Position Summary:

The Client Wealth Specialist plays a key role in supporting a top producing advisor by managing client relationships, coordinating service activities, and ensuring a high quality, seamless client experience. This role combines client service, operational support, and business development coordination in a fast-paced advisory environment. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements

Position:

Full-time Information:

Pay commensurate with experience

Location:

Calabasas, CA (hybrid)

Working Hours:

8:00 AM - 5:00 PM, Monday -

Friday Qualifications:

Bachelor's degree preferred, or equivalent combination of education and financial services experience.
Two to four years of experience in financial services, wealth management, or a related field preferred.
Experience in fast-paced, client-facing environment.
FINRA SIE, Series 7, and Series 66 required or obtained within 12 months of hire.
California Life & Health Insurance license required or obtained within 12 months of hire.
Extraordinary client service and interpersonal skills.
Excellent written and verbal communication skills.
Strong organizational skills, sense of urgency, ability to prioritize a diverse workload and multi-tasking, and taking initiative in daily responsibilities.
Unwavering work ethic, team player and a high degree of professionalism.
Excellent time management skills and superior attention to detail.
Proficiency in Microsoft 365 (Excel, Word and Outlook).

Salesforce experience is preferred.

Key Responsibilities:

Manages client contact to ensure client satisfaction and provides support to Advisor(s) through innovative and successful resolution of client service issues and process implementation.
Manages the prospect to client process including entering the record in Ameriprise CRM, establishing as new client on system, and communicating next steps with the client throughout the transition as well as gathering any information needed from the prospect to convert to a client.
Supports advisor business growth by managing pipeline activity, identifying asset opportunities, and tracking progress against business plans.
Builds client relationships and establishes yourself as the primary point of contact for service needs by greeting incoming clients for the Advisor, attending client events, answering emails and phone calls when appropriate, and identifying opportunities to create WOW moments for the client.
Works directly with Advisors and other departments to ensure all client pre- and post- visit/call tasks are complete. This includes, but is not limited to:
Coordinates additional prep when appropriate.
Creates tasks for follow up to all appropriate team members: Client Service Specialist, Insurance, Investments, Marketing, and Financial Planning.
Submits meeting notes in Ameriprise CRM (Salesforce) or Online File Manager.
Scans client materials and electronically files client data, client meeting planners, and other forms and documents within Ameriprise Compliance Manual records retention requirements.
Pre-schedules next visit when needed. (if not done in prep)
Communicates directly with client any follow up on service needs, incoming transfers, and when directed by the Advisor.
Processes, oversees, reconciles, and communicates the successful completion of all client requests and transactions including: account establishment, account maintenance, service requests, check requests, account purchases, investment exchanges, redemptions, and transfers.
Assists with the preparation of client information using MS 365 programs, Ameriprise CRM, and other internal systems.
Supports marketing efforts for the advisor, administers client appreciation, and ensures a positive client experience.
Acts as a back-up for reception. This may include answering incoming calls, screening and routing calls, and delivering accurate messages as well as greeting clients, extending hospitality, and directing clients to appropriate area or person.
Develops and implements plans for improving overall client experience.
Acts as a back-up for mail and funds log.
Keeps immediate supervisor promptly and fully informed of all problems or unusual matters of significance.
Maintains strict adherence to all Ameriprise, FINRA, and SEC compliance requirements.
Supports compliance within the practice and fulfills all compliance responsibilities in accordance with Ameriprise, FINRA and SEC requirements.
Accepts and performs other duties as assigned.
Regular and predictable attendance, punctuality, and strict adherence to the Company's attendance policy are essential functions of this position.

Success in this role is measured by client satisfaction, accuracy of processing, responsiveness, and effective support of advisor growth initiatives. This is not a sales position. At Envisage Wealth, we have a clear vision: to be the place where a diverse mix of talented people want to come, stay and do their best work. We pride ourselves on providing financial advisory services and solutions to help our clients meet their financial goals, and we know our Company runs on the hard work and dedication of our passionate and creative employees. The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.

Resume Submission:

Submit resume with cover letter and references to envisagewealth@ampf.com.

Job Type:

Full-time Pay:

$68,000.00 - $90,000.00 per year

Benefits:

401(k) Health insurance Life insurance Paid time off Ability to

Commute:

Calabasas, CA (Required) Ability to

Relocate:

Calabasas, CA:

Relocate before starting work (Required)

Work Location:

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