Job description

TruCourse Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC

Job Title: Receptionist and Client Service Specialist

Summary of Position:
We are seeking a Receptionist and Client Service Specialist for an Ameriprise office located in the Northern Twin Cities metro area.
Responsibilities include but are not limited to welcoming clients, answering phones, meeting preparation, forms preparation, filing, maintaining supplies and office equipment, as well as other support items for the office.

Essential Duties & Responsibilities – Will change over time to meet the needs of the office and include other duties as assigned by supervisor:

• Welcome clients into our office.
• Ensure the breakroom is clean and well-stocked and ready for items clients, as well as the other individuals that work within the office.
• Point person with building maintenance for office related issues.
• Answering incoming client calls and redirect as needed.
• Meeting preparation for advisors and clients.
• Preparing forms and applications as directed and follow-through with clients and our Corporate Office to ensure proper processing of the applications.
• Maintain client files in electronic file system.
• Perform other duties as needed to support the office.

Key Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:

• Interpersonal Skills – Able to communicate clearly and effectively with others through both oral and written communications; Listens and gets clarification; Responds well to questions; Maintains confidentiality
• Detail Oriented – Strong attention to detail and organization
• Problem Solving Abilities – Identifies and resolves problems in a timely manner, Gathers and analyzes information skillfully; Asks for help when needed
• Written Communication – Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret complex written information
• Professionalism – Uses good judgment, and polite behavior; Dresses, speaks, and interacts with high standard of excellence.
• Quality – Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality and efficiency
• Self-Management – Effectively and efficiently manages time; Ability to multi-task; Willingness to learn and grow
• Compliance – Able to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial and FINRA
• Attendance/Punctuality/Dependability – Consistently at work and on time; Follows instruction; Responds to supervisor directions
• Proficient in the use of the Microsoft Office Suite (including MS Word, Excel, PowerPoint, and Outlook)
• Ability to write/type letters to clients, business correspondence, and case notes in a clear, concise, and professional manner
• Ability to write/type letters to clients, business correspondence, and case notes in a clear, concise, and professional manner

Full Benefits Provided:

• Medical, Dental, Vision, Basic Life, Long Term Disability, Elective Short-Term Disability and Life and AD&D Insurance, 401(k) Retirement Plan, Paid Time Off.

A friendly office with easy access to the freeway.

If qualified and interested, please submit resume and cover letter to Jennifer Ray at Jennifer.M.Ray@ampf.com.

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Arden Hills, MN 55112: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 3 years (Required)

Work Location: In person

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