Client Service Specialist – Paraplanner

Job Description

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.

About Echelon Wealth Partners. Echelon Wealth Partners is a fast-paced financial services practice. Our mission is to bring profound impact to the lives of our clients, team members and the community. Our values are Trust, Integrity and Excellence. Echelon Wealth Partners is in the top 1% of all Ameriprise Financial franchise practices.

The client service specialist/paraplanner is responsible for providing client relationship support to Financial Advisors, executing trades and transactions as well as preparing and processing applications. Candidates must be willing to obtain or have Securities Industry Essentials (SIE), Series 7, Series 66 and State Life/Health licenses.

• Provide administrative support to Financial Advisors
• Execute trades and transactions for clients
• Provide relationship support through managing, gathering and analyzing client data
• Work with clients to resolve issues
• Prepare and process client applications and checks
• Perform a variety of routine clerical tasks.
• Various computer applications, such as database management and word processing.
• Creates, maintains, and enters data into databases.
• Schedule appointments using Salesforce CRM software.
• Echelon Wealth Partners reserves the right to add or change duties at any time.

• Education:
  
  Bachelor’s degree
• Licenses:
  Securities Industry Essentials (SIE), Series 7, Series 66, State Life/Health Insurance Licenses or willingness to obtain
• Experience:
  
  1-2 years of related experience
• Excellent verbal and written communication
• Effective communication with clients and other advisors/staff
• Positive Attitude and sincere willingness to constantly learn and grow
• Proficient in Microsoft 365 technology
• Organization
• Time management
• Service orientation
• Critical thinking
• Active listening
• Coordination
• Positive attitude

The salary will be $45,000.00 - $90,000.00 per year.

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.