Client Service Manager
Qualified applicants please forward resume and cover letter to: marianne.lauer@ampf.com
Step into an instrumental role with a Barron’s Top 100 Female Advisor firm. Help conduct the smooth operation of a fast-paced—and team oriented—wealth management office. Work as an employee of an independent private wealth advisory practice affiliated with Ameriprise Financial.
Summary:
This is a professional position, you will serve as the administrative back bone for one of our large Client Service Teams. You will support the team’s lead advisor directly in managing existing and new client relationships. You will be expected to manage a busy team calendar and assist in various tasks in client service and financial planning workflow. Thorough computer and technology skills are essential with the ability to quickly learn new software. The lead advisor will provide direction, but you must have the ability to utilize critical thinking skills, work independently, and anticipate firm needs and client questions. A key responsibility is driving the advisor team towards their leading indicators. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. A minimum of 3 years’ experience and a series 7 and 63 preferred.
Responsibilities and Time Allocation – will change over time to meet the needs of the practice and can include other duties as assigned by the team.
Key Traits of a Successful Client Service Manager:
Ø Direct attention to detail and organization
Ø Effective and professional communication with clients and company staff
Ø Effective and efficient time management
Ø Polite and clear phone manner
Ø Ability to multi-task and follow company’s workflows
Ø Ability to adhere to rules and regulations as stated and required by our firm, the Broker Dealer, FINRA & SEC
Ø Positive attitude and sincere willingness to constantly learn and grow
Key Qualifications:
Ø B.A. or B.S.
Ø Strong working knowledge of Microsoft Excel, Word, Outlook and Salesforce
Ø Successful experience working in a client focused business
Ø 3 years financial services industry experience required
Ø Series 7, 63 and NYS Insurance license preferred
Salary and Benefits
Ø Competitive salary with multiple bonus opportunities and career track available
Ø Health benefits
Ø 401(k) Plan with 4% match
Ø Professional and enjoyable work environment
Ø Named one of the top financial advisory firms to work for multiple years by Investment News.