Job description

REQUIREMENTS:

• Self motivated and organized
• Proficient in computer usage and Microsoft Office programs, especially Outlook and Excel
• Positive, “can-do” attitude
• Strong attention to detail
• Strong written and oral communication skills
• Ability to multi-task
• Ability to think on your feet and be resourceful
• Team player
• Comfortable taking direction
• Engaged, polished, and professional
• Basic mathematical skills
• Administrative/Customer Service experience

JOB TASKS:

• Provide excellent and professional customer service to clients via phone and in-person
• Maintain client confidentiality when speaking with clients, Financial Advisors, outside investment companies, etc.
• Keep detailed notes of client contact, FA instruction, and follow ups on assigned tasks
• Schedule client and prospect appointments, update calendars, confirm scheduled appointments, and track incoming prospects/sources
• Comply with and learn all Bison/Ameriprise Financial procedures and policies
• Communicate promptly with Client Service Manager or Operations Manager regarding mistakes and potential problems

JOB SPECS:

• 40 hours/week
• Salaried (paid bi-monthly on 16th and last day of month)
• Monday-Friday
• Opening/Closing responsibilities
• PTO and Paid Holidays
• Employee Simple IRA retirement plan

Vibrant Community Program

Job Type: Full-time

Pay: From $26,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Lafayette, IN 47901: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person

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