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Client Concierge
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Ameriprise Financial
Getzville, NY (In Person)
$50,000 Salary, Full-Time
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Job Description
Client Concierge Ameriprise Financial Getzville, NY Job Details Full-time From $50,000 a year 5 hours ago Benefits 401(k) Paid time off 401(k) matching Qualifications Non-technical user support Customer inquiry handling Bachelor's degree Organizational skills Full Job Description We are a growing Ameriprise Financial advisory practice, looking for the next team member who is client-motivated and ready to learn. You will have the opportunity to learn the industry and supported in your career growth, with the aim of progressing to an associate financial advisor in a couple years. We will support you with attaining your licenses, including: FINRA Series 7 FINRA Series 66 Life/health and variable insurance Typical responsibilities include, but not limited to: Assist with client visit preparation and follow up Fielding phone calls and ongoing client relationship Administrative tasks Internal system projects Financial planning data entry and maintenance What we're looking for Strong communication skills Genuine desire to help clients and foster positive relationships Self-motivated and proactive approach Willingness to learn Qualifications Required education: Bachelor's degree