Client Service Coordinator
Company: Ameriprise Financial, Inc.
Location: Downers Grove
Posted on: September 23, 2022
Provide general office support, administrative support to the
branch manager and operations leader and other run the business
support activities. Provide administrative support to advisors,
which includes check scanning, mail handling, website updates,
expense reports, etc. Act as the face of the branch, thus requiring
excellent client service skills and professionalism.
- Provide general reception and office support; accountable for
general office responsibilities. These duties include support to
the Branch Manager and Operations Leader, processing invoices and
expense reports, supply ordering, prepare reports, provide
administrative support to the branch (check scanning, mail
handling, etc.), compliance record keeping, etc.
- Provide support for marketing, client acquisition events &
activities. Assist with logistics marketing and client acquisition
events, including venue, RSVPs, supplies, etc. Prepare and submit
marketing compliance documentation and marketing wholesaler
reimbursement. Website updates. Required Qualifications
- Associate (2-year) degree or equivalent 1 -3 years Relevant
- Ability to function in a fast paced environment and maintain
operational quality, demonstrated professionalism.
- Excellent interpersonal skills to interact effectively with
clients during phone calls, emails or in person
- Effective written and oral communication skills, strong client
service orientation Ability to handle multiple priorities, strong
attention to detail
- Proficient with standard software and office equipment. About
Our Company At Ameriprise Financial, we're not just in the business
of helping clients with their financial goals - we also help our
advisors and employees reach their true potential by embracing an
inclusive and collaborative culture. We celebrate the unique
qualities and reward the contributions of our talented, passionate
employees. If you're motivated and want to work for a strong,
ethical company that cares about you and your community, take the
next step with Ameriprise Financial. Ameriprise Financial is an
equal opportunity employer. We consider all qualified applicants
without regard to race, color, religion, sex, national origin,
genetic information, age, sexual orientation, citizenship, gender
identity, disability, veteran status, marital status, family status
or any other basis prohibited by law.
Keywords: Ameriprise Financial, Inc., Downers Grove , Client Service Coordinator, Other , Downers Grove, Illinois
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