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Ameriprise Financial Services, LLC · 14 hours ago

Customer Service Specialist

Omaha, NE

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $65K/yr

Ameriprise Financial Services, LLC is a growing financial planning practice seeking a Full Time Client Service Specialist/Executive Assistant Role to support expansion in Omaha, NE. This high-touch client service role involves managing client scheduling and providing administrative support while ensuring a high level of client satisfaction.

CommercialConstructionProperty ManagementReal EstateResidential

No H1B

Hiring Manager

Austin Williams, CFP®

Responsibilities

Manage all client scheduling, including quarterly and monthly reviews, using a dedicated client texting line and a four-pronged outreach approach (text, phone call, email, and snail mail)

Place outbound calls with confidence, including to people not previously known to the practice

Support onboarding of new clients, including password resets, account linking, website navigation/walk-throughs, data gathering assistance, and secure cloud storage documentation

Handle money movements for Ultra High Net Worth Clients (which includes but is not limited to formal, concise, verbal readbacks), transfer paperwork preparation, strong communication skills (verbal, text, email, and in person conversation skills), meeting preparation assistance, and many other

Deliver “white glove” client service at every touchpoint

Assist with administrative tasks such as calendar management, phone coverage, and data entry across multiple platforms

Qualification

SalesforceMicrosoft Office SuiteMoneyGuideProTech savvyCommunication skillsAttention to detailHighly organizedTyping proficiencyCoachableFast learnerIntegrityReliabilityComfortable in fast-paced environment

Required

Must call and leave a voicemail at 402‑343‑3244 stating your first and last name and confirming that you are genuinely interested in this job opportunity

Must send a brief cover letter explaining why you believe you would be a strong fit for a client facing/interacting role in the Financial Planning Sector

Extremely coachable and willing to learn through on-site, hands-on training in a fast-paced, high-volume learning environment

Attention to detail is critical

Tech savvy and a fast learner with the ability to adapt to evolving systems

Familiarity with using AI tools

Strong written and verbal communication skills

Comfortable working in a fast-paced environment

Confident on the phone and able to handle inbound calls as well as make outbound calls

Highly organized and detail-oriented with a 'nothing slips through the cracks mindset.'

Strong note-taking ability to capture and implement coaching

Integrity, reliability, and a genuine desire to help people

High Character is a must

Typing proficiency and ability to work with multiple platforms