Highlights

Job Purpose: Assists Financial Advisors and Associate Financial Advisors in managing and organizing office workflow and interacting with clients at an expert and professional level. Troy, MI – a Financial advisory practice is seeking a fulltime Client Relationship Manager to join our innovative and dynamic team.

Description

Troy, MI – a Financial advisory practice is seeking a fulltime Client Relationship Manager to join our innovative and dynamic team.

Job Purpose:

Assists Financial Advisors and Associate Financial Advisors in managing and organizing office workflow and interacting with clients at an expert and professional level. The Client Relationship Manager is the face of the practice. Clients will rely on this role to respond to them in a timely manner and help them with all service-related questions.

Responsibilities:

First point of contact for client calls; handles calls when possible, or forwards to appropriate team member
Updates and maintains data
Updates and maintains data utilizing a CRM tool
Prepares documentation and related files in preparation and follow-up of client meetings
Opens all client accounts prepares applications for e-signature etc.
Onboards clients by getting data and inputting it into the system and gives clients a white glove experience
Completes estate settlements
Reads all posted meeting notes and complete tasks assigned
Conducts multiple service checkpoint calls with clients
Assists advisors with their managed account reviews by following up with those clients that need appointments for their review
Assists advisors with client letters as needed
Maintains a practical filing system to ensure accessibility, with value on consistency, organization and timely updates
Marketing events on occasion
Operates standard office equipment such as a copier, fax machine, scanner, computer, and printer in a proficient manner.
Backs up phones and receptionist
Special projects as assigned

Qualifications:

Bachelor's degree from four-year college or university
Minimum of 2+ years of similar work experience in a professional office environment, ideally in the financial services industry
Pleasant, professional and friendly manner with excellent interpersonal skills
Strong team player
Highly organized, accurate, and attention to detail
Proven independent problem-solving skills
Conflict resolution skills
Strong problem-solving skills
Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook
Experience in Salesforce is a bonus
Excellent written and verbal communication skills
Ability to handle multiple responsibilities
Strong personal and business ethics and integrity

Salary and Benefits:

Salary: $50K-$65K based on experience
Health Insurance, Vision, dental, LT and ST DI, 401k, PTO and paid holiday

How to Apply:

Please submit the following for consideration:

Cover letter
Resume

We are an Equal Opportunity Employer

About Company

About Ameriprise Financial

Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.

From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.

Our Investment in You

We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.

Your Career at Ameriprise

When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.

Search Open Positions and Apply

Learn More About Joining Ameriprise

Thrive in a Respectful, Supportive Environment

We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Learn More About Diversity and Inclusion at Ameriprise

Build a Career that Matters to You

At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.

Being an Ameriprise Advisor

Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.

Learn More About Ameriprise Advisor Support

Opportunities for Students

Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.

Search Open Opportunities

Similar Jobs

New!
Account Manager – Specialty Pharmacy (Infusion Therapies) Jobot
Ann Arbor, MI3 days ago
- $95,000–$125,000 Per Year
Account Manager OP Mobility
Troy, MI29 days ago
New!
Account Executive – Integrated Security Solutions Jobot
Detroit, MI3 days ago
- $90,000–$150,000 Per Year
New!
Accounts Receivable Revenue Manager Vaco LLC
Sterling Heights, MIToday
- $100,000–$120,000 Per Year
New!
Nurse Manager Encompass Health Rehabilitation Hospital of Toledo
South Monroe, MI3 days ago
New!
Branch Manager Jobot
Detroit, MI3 days ago
- $100,000–$150,000 Per Year