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Job Title: Client Service Coordinator
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2008-09-08

Company Name: Ameriprise Financial
Contact: Human Resources
Phone: email only please
Fax: email only please

Description: Client Service Coordinator Job ID: 76790 Location: New York, NY Available Openings: 2 Business Unit: US Advisor Group Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License: Return to Previous Page

Responsibilities The Client Service Coordinator is responsible for providing support to Level II+ advisors and qualifying managers in accordance with The National P1 Client Service Coordinator Program. Their main responsibilities including performing tasks as outlined in the Client Relationship Model, providing advisor/manager practice support for one or more qualifiers, and providing a positive client experience. Support Client Relationship Model -Support Level II+ advisors and qualifying managers using the Client Relationship Model and turnkey tools available (i.e., calendaring, letter creation, meeting preparation, etc.) -Confirm client appointments -Enter data in the Contact Manager System -Prepare forms via Simplified Account Opening tool (SAO) -Create meeting agenda and compose meeting summaries (Level IV and V only.) General Office Responsibilities -Process expense management reports -Prepare greeting cards -Provide administrative support for closes -Physical set up of client files -Copy documents -Assist with select new business corrections and alerts (Level III+.) Compliance Support -Prepare and submit event marketing compliance documentation and event marketing reimbursement Marketing and Client Acquisition Support -Prepare for events (Level IV and V only) This position is located in: Manhattan Qualifications Required: -Excellent interpersonal skills to interact effectively and professionally with clients during phone calls, in emails or in person -Effective proven written and oral communication skills -Strong client service orientation -Ability to function in fast-paced environment and maintain operational quality -Demonstrated ability to handle multiple priorities -Effectively complete tasks in the most efficient and accurate manner -Ability to be a team player -Strong organizational skills and detail oriented -Proficient with standard office software -Proficient with standard office equipment -Higher education or relevant work experience -Ability to maintain confidentiality Preferred: -Ability to communicate at various levels of the organization -Understanding of a financial advisors practice -Relevant office work experience -Ability to operate under limited/minimal supervision -Ability to respond quickly to policy and process changes -Ability to identify gaps or inefficiencies in processes and suggest changes -Knowledge of Ameriprise Financial and Ameriprise businesses, including products, services and key contacts -Proficient with Ameriprise hardware and software

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Please refer to Job code ameriprise-76790 when responding to this ad.

For FASTEST PROCESSING of your resume, please visit http://www.jobcircle.com/classifieds/1667215.html?source=ng to apply online.

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