Paraplanner/Client Service Director
Position Title: Client Service Associate/Director Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. 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.
This role provides client relationship support through interacting directly with clients to ensure accurate account setup and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client appreciation event.
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Job Type: Full-time
Pay Range starts at $45,000 per year
50% Business Management
50% Client Care
Key Traits of a Successful Client Service Associate/Manager:
Education and Other Designations:
We are a private wealth advisory practice of Ameriprise Financial is a financial planning company that focuses on helping our clients feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals and small businesses to help achieve their goals.