HRCoach · 1 day ago
Client Relationship Manager
Chattanooga, TN, 37421, US
Full-time
Onsite
Mid Level
$26/hr - $29/hrRiggs & Associates is a client-focused private wealth advisory practice of Ameriprise Financial, committed to delivering exceptional financial guidance and service. They are seeking a Client Relationship Manager to provide comprehensive client service, administrative, and operational support to the advisory team, ensuring a high-quality, consistent client experience.
Human Resources
Responsibilities
Deliver exceptional, professional service through responsive client interactions
Serve as a backup to the Client Experience Manager and Part-Time Assistant for client scheduling and coordination
Monitor and respond to client and internal emails as needed
Ensure clients are assigned and serviced according to the appropriate Group Service Frequency (GSF) model
Represent the firm’s values in all client, vendor, wholesaler, and corporate interactions
Prepare client meeting agendas and materials as directed by advisors
Provide post-meeting follow-up support for advisors and clients
Prepare and process forms and applications in accordance with Ameriprise Financial requirements
Assist clients in navigating Ameriprise tools, resources, and internal processes
Utilize financial service tools and workflows to enhance the client experience
Scan, store, and organize documents in accordance with firm and compliance standards
Maintain accurate client data and records within the CRM
Identify opportunities to improve office workflows and service processes
Plan and prioritize daily tasks using calendars, to-do lists, and workflow management tools
Provide general administrative support and complete special projects as assigned
Qualification
Required
Strong organizational and time-management skills with high attention to detail
Excellent written and verbal communication skills
Proficiency with Microsoft Office; CRM experience required
Ability to manage multiple priorities in a fast-paced environment
Proactive, service-oriented, and professional demeanor
Preferred
Prior experience in client relationship management, financial services, or administrative support preferred
Familiarity with Ameriprise Financial tools and procedures is a plus
Benefits
17 days PTO and 7 paid holidays
10 work-from-home days annually
401(k) with a 3% employer non-elective contribution (no employee contribution required)
Medical, dental, vision, and disability insurance available
100% of employee medical premium paid by the firm
Spouse and family premiums paid by employee
$25,000 employer-paid policy
Company
HRCoach
HRCoach - helping you be a better people-manager.
Founded in 2011
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Cate DeLaRosa
Founder and CEO
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