Client Service Manager

Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly, financial planning office. Work as an employee with a private wealth advisory team practice of Ameriprise Financial. Assist in daily business operations.

Assist financial advisors in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and /or performing work activities. 

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed