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Client Service Specialist (preferably Licensed) at Ameriprise Financial in Tucson, AZ

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Description

Job Description
Harnden MacLean Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc. is looking for an individual with experience in the Financial Services industry to join our Tucson office. We would like someone that is licensed (but not required) and enjoys working in a client service support role.
Responsibilities
Harnden MacLean Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc. is looking for an individual with experience in the Financial Services industry to join our Tucson office. We would like someone that is licensed (but not required) and enjoys working in a client service support role.

The primary role and responsibility of our team's licensed Client Service Specialist is to support the team's Financial Advisors. Responsibilities may include, but not be limited to:
* Support to Financial Advisors
o Servicing existing clients with trades, transactions, etc.
o Taking client calls when Advisors are unavailable
o Handling meeting action items as assigned, tracking and follow-up for Tucson Advisors
o Assisting with meeting preparation
* Works with Practice Manager and Operations Manager to handle various projects for the Tucson clients:
o Transition of practice acquisitions in Tucson
o RMDs
o Investment Advisory Letters
o Managed Account Deliverables
o Capital Gains
o Etc.
Required Qualifications
The skills required for this position include:
* Series 7 and 63, preferred
* 3+ years of client service skills and experience in the Financial Services industry
* BS or BA (preferable, but not required)
* Extremely flexible, job duties will vary daily
* Proficient in Microsoft Office Suite with advanced knowledge of Outlook
* Knowledge of administrative and clerical procedures
* Quick learner
* Professional demeanor and appearance
* Customer service experience (comfortable with client interactions)
* Adaptable to change, must be able to juggle multiple tasks simultaneously
* Ability to prioritize tasks with aptitude for organization and to work independently
* Attention to detail
* Punctual and dependable
* Reliable and accurate work

Other Details of position:
* Full-time position, Monday - Friday, 8:30 a.m. to 5 p.m.
* Occasional client events outside of normal work hours
* Salary dependent on skills and experience
* Paid Holidays
* Paid vacation after one year of employment
* Medical Plan offered, with partial employee coverage paid
* 401(k) participation after one year of employment
* Paid Sick Time
About Our Company

With the right company, life can be brilliant

At Ameriprise, we're not just in the business of managing our clients' finances - we also help our advisors and employees reach their true potential, too.

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.

We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.
VEVRAA Federal Contractor
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.

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