Position title: Client Service Specialist
Are you passionate about providing exceptional client service and administrative support? Step into an instrumental role as a Client Service Specialist with Ardent Wealth Advisors, a top private wealth advisory practice of Ameriprise Financial Services, LLC in the state of Illinois. The office is located in Oakbrook Terrace, IL. If you prosper in an environment where you can help others and enjoy crafting a positive impact on client’s overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for providing client relationship support through interacting directly with clients to ensure accurate account set up 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.
Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisors.
Position Functions:
50% Business Management
- Work with home office to ensure accurate account setup and resolve issues
- Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
- Maintain files and records in accordance with the records retention policy
- Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
- Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice
50% Client Care
- Set up and maintain client management system
- Call clients or prospects to set up meetings or appointments
- Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation Attend and participate in client meetings if necessary
- Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
- Coordinate client appreciation events and seminars
- Answer unsolicited calls from prospects to schedule appointments or refer to advisor
Key Traits of a Successful Client Service Specialist:
- Strong organizational and computer skills
- Direct attention to detail and organization
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisor and FINRA
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow
More about Ardent Wealth Advisors:
Mission: To be the trusted advisor to our clients, their families, and the generations that follow. To empower our clients to achieve their dreams through a collaborative approach, grounded in integrity, informed by our collective expertise, and realized through creative solutions and strategies.
Values:
- Act with intergrity with our clients and colleagues
- Celebrate achievements and seek opportunites to improve
- Build trusted relationships with our clients and within our team
- Engage in meaningful work
- Strive for excellence
Job Type: Full-time
Pay: From $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Ability to Commute:
- Oakbrook Terrace, IL 60181 (Required)
Work Location: In person
