* *REQUIREMENTS:*
* Self motivated and organized
* Proficient in computer usage and Microsoft Office programs, especially Outlook and Excel
* Positive, “can-do” attitude
* Strong attention to detail
* Strong written and oral communication skills
* Ability to multi-task
* Ability to think on your feet and be resourceful
* Team player
* Comfortable taking direction
* Engaged, polished, and professional
* Basic mathematical skills
* Administrative/Customer Service experience
*JOB TASKS:*
* Provide excellent and professional customer service to clients via phone and in-person
* Maintain client confidentiality when speaking with clients, Financial Advisors, outside investment companies, etc.
* Keep detailed notes of client contact, FA instruction, and follow ups on assigned tasks
* Schedule client and prospect appointments, update calendars, confirm scheduled appointments, and track incoming prospects/sources
* Comply with and learn all Bison/Ameriprise Financial procedures and policies
* Assist in administrative and building upkeep tasks
* Communicate promptly with Client Service Manager or Operations Manager regarding mistakes and potential problems
* Assist with processing client requests and account service
*JOB SPECS:*
* 43 hours/week
* $28,000 salary
* Salaried (paid bi-monthly on 16th and last day of month)
* Monday-Friday
* Opening/Closing responsibilities
* PTO and Paid Holidays
* Employee Simple IRA retirement plan
* Vibrant Community Program
Job Type: Full-time
Pay: $28,000.
00 - $32,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Health insurance
* Paid time off
Schedule:
* Monday to Friday
Experience:
* Customer service: 1 year (Preferred)
* Client Services Occupations: 1 year (Preferred)
Work Location: In person
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