USA

Client Service Manager

Watertown - South Dakota (SD),

Ameriprise Financial - South Dakota

Job Description:

Ameriprise – Watertown, SD – Dagel, Jakober & Associates, a Private Wealth Advisory practice of Ameriprise Financial is seeking a fulltime Client Service Manager to join our innovative and dynamic team. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.

Job Purpose:

Serve as a Client Service Manager, providing exceptionally friendly, helpful, high-quality service to our clients and help the practice in managing and organizing office work flow.

Responsibilities:

  • Answering and triaging phone calls
  • Scheduling
  • Assisting with meeting prep
  • Following up with client on financial plans
  • Updating client information as necessary
  • Tracking new business
  • Scanning, Faxing, printing, copying
  • Uploading of Online File Manager
  • Other clerical support as required
  • Assist with practice
marketing

Qualifications:

  • Associate’s degree or higher
  • 2+ years of similar work experience in a professional office environment, ideally in the financial services industry
  • Pleasant, professional and friendly manner with excellent interpersonal skills
  • Strong team player
  • Highly organized, accurate, and attention to detail
  • Proven analytical and independent problem-solving skills
  • Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook
  • Excellent written and verbal communication skills
  • Ability to handle multiple responsibilities
  • Strong personal and business ethics and integrity
  • Desire to grow and learn within the practice

Salary and Benefits:

  • $18.50-$21 per hour - commensurate with experience
  • Simple IRA - no health benefits provided


How to Apply:

Please submit the following for consideration:

  • Cover letter
  • Resume

We are an Equal Opportunity Employer

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