What are the responsibilities and job description for the Client Concierge position at Ameriprise Financial?
Job description
Full-time Receptionist
- Schedule client appointments and prepare agendas/ forms for appointments
- Conduct client appointment reminder calls and check-in calls on follow up items
- Greet clients upon arrival and extend hospitality to clients
- Help maintain client management system
- Document client contacts/calls
- Track client special events and make appropriate contact per established client contact model
- Anything else the advisors asks of you to help support the practice
Some of the key traits we are looking for in a qualified individual are as follows:
- Strong organizational and computer skills
- Direct attention to detail and organization
- Effective communication with clients and others in the office
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations
- Positive attitude and sincere willingness to constantly learn and grow
Job Type: Full-time
Pay: $15.00 - $20.00 per hour
Benefits:
- 401(k) matching
- Paid time off
Schedule:
- 8 hour shift
Work Location: One location
Salary : $15 - $20
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