Client Service Specialist Job at Ameriprise Financial
Guided Wealth Advisors helps clients navigate the present while staying focused on their long-term goals. We analyze markets and the economy, and monitor changes to taxes and legislation. As clients' needs change, we work with them to reevaluate goals and update their overall financial strategy, always based on their time horizon and risk tolerance. Our focus is on providing them with trusted advice and outstanding service so they can achieve their goals today and in the future.
We are searching for a Client Service Specialist with a focus in investment management to join our team-someone with the skills, knowledge, ability, and competency to work in alignment with the above. Key responsibilities include:
- Provides service, includiing transactions, to advisors on the team
- Provide support for trades and transactions
- Working independently to analyze financial information to forecast business, industry, and economic conditions, for use in making investment decisions
- Monitor portfolios based on our practice system
- Monitoring investment products and models
- Work with our wholesaler partners to deepen our investment knowledge and offerings
- Recommend investment timing and buy and sell orders to financial advisors
If you're interested in learning more and have the integrity to perform at a level consistent with our model, as well as grow in the role, please apply. Licensing and/or designations will be offered for future growth. Compensation is commensurate with experience, knowledge, ability and competency. Thanks in advance for your interest.
Job Type: Full-time
Pay: From $55,000.00 per year
Benefits:
- 401(k)
- Flexible schedule
- Health insurance
- Paid time off
- Tuition reimbursement
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Experience:
- Microsoft Excel: 2 years (Preferred)
Work Location: Hybrid remote in Williston, VT 05495
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