This is a great opportunity to join and work for one of the top growing financial planning practices, and work as an employee of an independent advisory team of Ameriprise Financial.
Full-Time / Part-Time
About Our Company
With the right company, life can be brilliant. At Ameriprise, were not just in the business of helping clients with their financial goals we also help our advisors and employees reach their true potential. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. Youll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.
Line of Business
Client Relationship Manager
Maintain consistent and regular client contact to grow and deepen existing client relationships.
Managing the client service model for clients, along with scheduling and confirming meetings, greeting clients and potential clients, and provide necessary follow-up.
Provide a high-level service and referable experience to every client.
Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, scanning and submitting forms, documenting checks and mail to be in compliance.
Boca Raton, FL
Required Qualifications Required Qualifications
Bachelors degree or equivalent.
3 - 5 years Relevant Experience.
Experience working in a client service environment.
Detail orientated, great organization and time management skills.
Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.
About Our Company
Adelson Group is an independent advisory tam and a private wealth advisory practice of Ameriprise Financial Services Inc. We are on of the top growing financial planning practices, and one of the top teams in the company. The president has been honored by Forbes as a Top Next Generation Wealth Advisor for 2018 and 2019. With 3 advisors who care for their staff and their clients, we use outstanding client service and personalized, comprehensive financial advice, to work with our clients passionately to help them plan to achieve their goals so they can experience more confidence now and throughout retirement.
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