Ameriprise Financial

Client Services Representative

• Perform administrative support and case management for financial advisors
• Provide primarily back-office assistance and potentially client-facing support
• Review and prepare documents and update client information for client review meetings
• Manage and resolve client service problems
• Perform other allowable duties assigned by financial advisors
• Set up and maintain the client management system
• Call clients or prospects to arrange meetings or appointments
• Assist with client appreciation events, seminars, and client mailings
• Work with the home office to ensure accurate account setup and resolve issues
• Answer client questions and provide available account-servicing information when requested and allowable
• Maintain files and records according to the records retention policy

Client Service Specialist