Client Service Manager Client Service Manager …

Ameriprise Financial, Inc.
à Fergus Falls, MN, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Ameriprise Financial, Inc.
à Fergus Falls, MN, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Client Service Manager
Job Description

Role: To provide exceptional customer service to our clients.

Responsibilities

  • Phone Duties
    • Handling incoming phone calls within 3 rings
    • Getting as much information as possible from the callers before passing the calls to a junior advisor. No calls should go directly to the senior advisor unless it's been pre-approved
  • Scheduling
    • Each advisor has a goal of 10 appointments per week
    • The client service manager needs to have an organized & editable list of clients & prospects with each groups service schedule
    • Outgoing calls need to be made until those 10 appointments are scheduled
    • reminder calls need to be made the day before or morning of the meeting
  • Advisor Support
    • Preparing agendas for meetings, processing paperwork, checks, electronic filing and anything else requested by the advisor
    • Follow-up on processed paperwork to maintain that it was submitted in-good order. If not, correcting or making the advisor aware so it can be corrected in a timely fashion
    • Understanding Ameriprise systems so you can setup clients & create basic paperwork without assistance
    • Handling incoming & outgoing mail & logs
  • Client Service
    • Greeting & offering clients a beverage as they enter
    • Make them feel as welcome as possible in the waiting room
    • Letting the advisor know the clients have arrived
  • Marketing
    • Work with the marketing team and advisors to organize the events
    • Send out invites & take the RSVPs
    • Supply ordering and general organization
    • Maintain social media and advisor websites
  • Office
    • Oversee the office, keep clean and in an orderly fashion in-between cleaner visit
    • Let the landlord or advisors know if there's any major issues


Required Qualifications

  • Preferred high school diploma or higher.
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