Caringstone Wealth, an Ameriprise Financial private wealth advisory practice is seeking a full-time Client Service Specialist to join our fast-paced and growing team in Edina, MN.
At Caringstone Wealth, we partner with families to build lasting wealth and financial confidence so they can focus on what matters most.
The Client Service Specialist at Caringstone Wealth is crucial in enhancing the client experience and supporting firm operations across money movement, trading, meeting preparation, financial planning, business administration, and client service.
The daily tasks for this role include a wide variety of items; completing transactions, submitting and tracking new business, money movement, client meeting preparation and follow up, data gathering and analysis, client communication via email/text/phone calls, scheduling and coordinating some meetings. The career path for this individual could go in multiple directions depending on their goals; financial advisor, lead financial planning paraplanner, operations, marketing, etc.
The successful candidate will demonstrate expertise in client service, high attention to detail, be able to work in a fast-paced environment, complex problem solving, communication, and relationship building.
Role Responsibilities:
- Complete trading, transactions and money movement.
- Submit and track new business.
- Prepare forms/applications for client(s) and advisor signatures.
- Assist with insurance new business and servicing existing products.
- Join meetings with the Financial Advisor and take notes into the Client Relationship Management tool detailing the interaction. After the meeting run point with appropriate follow up tasks and summary email to the client.
- Deliver service to clients through meeting material preparation, meeting attendance, post-meeting action item execution and day-to day administration.
- Utilize the Client Relationship Management tool to track all items
- Maintain client flies.
- Make proactive client phone calls as well as answer incoming calls.
- Plan and prioritize own work schedule.
- Assist Client service Associate in scheduling and confirming meetings
- Complete miscellaneous projects in a timely manner as assigned by Advisor or Operations Director.
- Contact corporate office to resolve issues as needed.
- Maintain client contact and help support client needs between meetings, leading the client experience.
- Review and interpret financial statements sent in by clients
- Put together investment proposals, allocations and recommendations.
Qualifications:
- Associate’s degree or higher; or 2-3 years related experience and/or training; or equivalent combination of education and experience.
- Proficiency in Microsoft Office Suite and advanced computer skills.
- Capability and desire to demonstrate the Caringstone Wealth Core Values.
- Strong attention to detail, organizational abilities, and time management skills.
- Ability to work independently and as part of a team in a fast-paced, goal-oriented environment.
- Ability to manage simultaneous projects with attention to detail and accuracy, avid follow-up, and adherence to deadlines.
- Ability to communicate with precision in written and verbal forms.
- Ability to anticipate the needs of advisors and the team.
- High integrity, strong work ethic, and respect for confidentiality.
Compensation and Benefits:
- Salary of $50,000 to $75,000 with potential for performance-based bonuses.
- Comprehensive benefits and retirement package including medical, dental and vision insurance; 401(k); and vacation time.
- Covered costs for licensing and continuing education towards your training and development goals.
- Our beautifully designed office is located in Edina on France Avenue. It is easily accessible with free parking and other nice amenities.
- Hybrid work environment.
- Please include your resume, and if available a cover letter and references with your application.
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in Edina, MN 55435
