Essential Skills:
Strong organizational skills and attention to detail
Excellent verbal and written communication abilities
Polite, professional and clear phone manner
Ability to follow processes and procedures
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
High comfort level with technology
Ability to multitask and manage time effectively in a fast-paced environment
High level of professionalism and a positive attitude
Ability to work both independently and as part of a team
Key Responsibilities:
Answer incoming calls and questions, route phone calls accordingly
Ensure office space remains neat and tidy, restock office supplies as needed
Maintain schedule of office use
Warmly welcome clients into the office
Conduct general office administrative work including receiving mail, working with building management, copying/scanning documents, supporting advisors and the operations team with requests
Confidentiality:
Handle sensitive information with discretion, ensuring compliance with company privacy policies and regulations.
What are additional details of a Client Concierge?
While this is a full-time role, we will consider part-time for the right candidate. The hours for this position are:
Monday-Thursday: 8:00am-5:00pm (CST)
Friday: 8:00am-3:00pm (CST)
This is a fully in-office position (no remote option available)
Professional business attire is expected for this position
Salary and Benefits:
Competitive salary based on experience and qualifications
Paid time off, in addition to paid holiday time (tied to federal holiday schedule)
401(k) match up to 4%, with a Roth 401(k) option available
Health, dental, and vision insurance
Option to enroll in a Health Savings Account
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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
