Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is looking to add a full-time Client Service Specialist to their team.
Join a vibrant and dynamic private wealth advisory practice where your contributions truly matter.
We are dedicated to delivering exceptional service and building long-lasting relationships with our clients.
Our mission is to provide tailored financial solutions that meet the unique needs of each client.
Are you a highly organized and detail-oriented professional looking to make an impact? As our Client Service Specialist, you will be at the heart of our client interactions, ensuring seamless communication and exceptional service.
Responsibilities
- Engaging in Client Meetings : Sit in on client meetings, taking comprehensive notes and ensuring no detail is missed.
- Meeting Preparation & Follow-Up : Assist with the preparation for client meetings and follow up on action items to keep everything on track.
- Client Service Excellence : Handle client inquiries via email, manage account maintenance, and process new business paperwork with precision.
- Team Support : Provide additional support for various client service tasks, contributing to the overall success of the team.
Why Join Us?
Growth Opportunities : We believe in nurturing talent.
After gaining experience in this role, you'll have opportunities to advance within the company.
Whether you aspire to specialize in client relationship management, operations, or advisory services, we support your career growth.
Dynamic Work Environment : Enjoy a hybrid working schedule that offers flexibility while maintaining team collaboration.
Qualifications :
- Excellent organizational and multitasking skills.
- Strong written and verbal communication abilities.
- Ability to work independently and as part of a team.
- Detail-oriented with a commitment to accuracy.
- Previous experience in a financial services or client service role is preferred but not required.
Compensation and Benefits :
- Competitive Salary : Starting at $57,000 per year.
- Health & Wellness : Health insurance stipend to keep you covered.
- Retirement Savings : 401k with a 4% company contribution.
- Work-Life Balance : Generous PTO and paid holidays.
- Flexibility : Opportunity for a hybrid working schedule, combining remote and in-office work.
How to Apply :
If you are a motivated individual with a passion for client service and a keen eye for detail, we want to hear from you! Please share a resume and a cover letter explaining your interest in the position.
Be a part of our team and grow with a practice dedicated to exceptional client service and financial advisory excellence.
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