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Company Name : Ameriprise Financial office, 33156
Location : Miami, FL 33156
Position : Client Service Manager (Remote WFH)
Job Description : An Ameriprise Platinum Financial Services practice is looking for a self-motivated, self-starting, self-disciplined, highly ethical, unwavering, committed, flexible individual who stays one step ahead and anticipates what is needed in order to deliver a WOW Experience to clients.IMPORTANT NOTE: Method of application: Email Resume, along with answered “Client Service Aptitude Test”. Instructions for the test, are to prioritize the items (1 highest priority, 12 lowest priority).What to expect?An employer who demands a higher standard than what is sufficient and expects an attitude of going above and beyond of what is required.An expectation of making outbound calls, handling inbound calls, despite any uneasiness or inner fear of conversations on the phone or questions that may be asked.An expectation of an attitude of capturing careful notes of any and all conversations, asking always the most important follow-up questions to confirm instructions are clear (ie, who, what, when, why, how?), Then following up and following through on all tasks requested at all costs!Working from home in a QUIET environment, and visiting the office when needed to check mail, scan incoming checks, meet clients to receive documents, and coordinate for financial advisor and CEO, who may be working from outside of the office, requiring the Client Service Manager to stay focused on calls, emails, tasks, training, and client communication, while working for many hours without direct, daily oversight.Expectation of someone who makes OUTBOUND telephone calls to clients, for scheduling and building relationships, DAILY!A philosophy of excellence, in all that we do, and an attention to detail, bordering on madness.A commitment to staying positive, at all times, under all circumstances, without any exception or tolerance for negative “stinking thinking”Expectation of someone who makes OUTBOUND telephone calls to clients, for scheduling and building relationships, DAILY!An additional expectation of being quick to learn technology, willing and able to pick up and iPad or use a computer, in order to make outbound calls, answer inbound calls, send text messages to confirm clients, or send emails using any technology necessary and available.Someone who is equally willing and able to use and iPad or computer in order to post compliance social media posts in order to conduct marketing for the practice and advisors.Expectation of someone who makes OUTBOUND telephone calls to clients, for scheduling and building relationships, DAILY!An expectation of someone who takes responsibility for any mistakes and is willing to say “I messed up, I dropped the ball, it won’t happen”, versus any other number of excuses that are always readily available.An expectation of someone who possesses an attitude of humility, willing to do menial tasks without having this component of their job be “beneath them”.Expectation of someone who makes OUTBOUND telephone calls to clients, for scheduling and building relationships, DAILY!An expectation of someone who ALWAYS looks at the week ahead and asks “are there enough clients scheduled?”, “Are all clients confirmed?”, “Do advisors have everything they need prepared for client visits and calls?”, “What can I do to make sure that the answer to all of the preceding questions is a resounding YES?”An expectation of someone who is willing to learn components of a financial advisory in investment Management practice, including learning the company tools and platforms for setting up clients, preparing applications and forms for clients to sign, entering basic data into financial planning software, submitting finalized forms, uploading meeting notes, entering typed notes recording all call notes, entering transactions on behalf of advisors, making sure emails are recorded properly into the client files electronically, etc. Due to the importance and complexity of this part of the job, this person must create a habit of conducting training via Ameriprise University, on a weekly basis, without being asked to do so or reminded.Preferably, someone who is willing and able to take state and federal securities and insurance tests in order to become licensed and grow within the business (ie, Florida Life, health and annuities exam, series 7 securities exam, series 66 exam).Client Service Aptitude Test:_________Client calls with a change of address that will be in effect in five days._________Client calls with a request for a payout from his account. The money is going to used next month for a down payment on a car._________Client call to request that we send our current Markets Weekly Commentary to an out-of-town son or daughter._________Client calls office to sell stock in her account. It’s 2:30 p.m. and the market closes for the day at 3:00 p.m._________Client calls and gives us a referral. This referral is the CEO if a Fortune 500 company. He is only going to be in Miami for the day and would like to visit us._________Quarterly statements arrive and need to be scanned in clients files._________Client calls and requests some information to take to her accountant. Her meeting is in 3 business days._________Client calls to make a beneficiary change in his account. The client is in the last stages of a terminal illness._________Client wants to reschedule an appointment. The appointment is in two weeks and she wants to make it for three weeks out._________We run out of client packets. New packets need to be assembled by Monday (today is Friday) to keep up with demand from prospects from the radio program._________One of our biggest clients has stopped in the office unexpectedly with some questions about her account._________A very important client has called you for information about his account and you have told him to hold.$20.00/hour, for 40 hours, Mon – Fri, 9:00am-5:00pm. (unpaid Lunchtime). Holidays, and personal time off and retirement plan benefits to be discussed during interviews.”The major question to ask on the job is not, what are you getting, the major question to ask on the job is, what are you becoming?” Jim RohnPrincipals only. Recruiters, please don’t contact this job poster.do NOT contact us with unsolicited services or offersOK to highlight this job opening for persons with disabilitiesBenefits:Retirement planPaid time offCertain holidaysThis Company Describes Its Culture as:Detail-oriented — quality and precision-focusedStable — traditional, stable, strong processesOutcome-oriented — results-focused with strong performance cultureSchedule:Monday to FridayDay shift8 hour shiftThis Job Is:A good fit for applicants with gaps in their resume, or who have been out of the workforce for the past 6 months or moreA good job for someone just entering the workforce or returning to the workforce with limited experience and educationOpen to applicants who do not have a college diplomaA job for which people with disabilities are encouraged to applyThis Job Is Ideal for Someone Who Is:Dependable — more reliable than spontaneousDetail-oriented — would rather focus on the details of work than the bigger pictureAutonomous/Independent — enjoys working with little directionJob Type: Full-timePay: From $20.00 per hourBenefits:Paid time offSchedule:Monday to FridayExperience:Administrative Assistant: 3 years (Preferred)Language:Spanish and English (Required)Work Location: One location
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