The Client Concierge supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The Client Concierge is responsible for providing a positive first impression for all clients. This position will have responsibilities in client service, marketing, and practice/business management. The Client Concierge will assist in daily business operations which includes coordinating the office calendar as well as being the primary individual to answer and redirect incoming calls. This role is also tasked with administrative duties, such as client mailings, data management, and marketing activities. The position requires proficiency in Microsoft Word, Excel, and Outlook. Experience with Salesforce is a plus, but not a requirement.
Key Responsibilities:
Greet and extend hospitality to clients upon arrival.
Support calendar management for multiple advisors.
Provide client support services in a timely and accurate manner.
Document clients contact and phone calls.
Maintain client gifting program.
Performs a wide range of administrative duties and operational support activities.
Prepare reports by performing information gathering and analysis as directed.
Sort, review, log and distribute incoming/outgoing mail.
Coordinates the preparation and follow-up for marketing activities.
Maintain Social Media Presence.
Responsible for opening and closing the office.
Job Skill Requirements:
Excellent attention to details.
Strong verbal and written communication skills.
Ability to be resourceful and proactive when issues arise.
Strong organizational skills.
Ability to multi-task, prioritize and demonstrate time management.
Consistent, professional dress and manner.
Proficiency in Microsoft applications including Word, Excel, and Outlook.
Schedule:
Onsite, Monday through Thursday, 8:30am to 5pm and Friday, 8:30am - 4pm.
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
