Job Description:

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Catalyst Financial Group is an independent franchise associated with Ameriprise Financial. You would be part of a team that assists the two partner advisors and their associate advisors with the operations of the practice.

Organize office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.

Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Functions:

Business Management (50%)

• Work with home office to ensure accurate account setup and resolve issues




• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts




• Maintain files and records in accordance with the records retention policy




• Managing office inventory and ordering supplies when needed




• Perform other allowable duties as assigned by the financial advisors and associate financial advisors




• Provide insight and recommendations to effectively use key tools (Marketing On Demand, Go Social, Advisor website, etc.) that help lead to results in practice

Client Care (50%)

• Be first point of contact for clients' service needs




• Scheduling client appointments and calls for advisors




• Work with home office to ensure the proper handling of client's service requests




• Greet clients upon arrival and extend hospitality to clients




• Conduct transaction requests as directed by financial advisors




• Coordinate and attend client appreciation events

Key Traits of a Successful Client Service Associate/Manager:

• Direct attention to detail and organization




• Effective communication with clients and other advisors/staff




• Effective and efficient time management




• Polite and clear phone manner




• Ability to multi-task




• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial




• Ability to support and provide guidance for compliance within the advisor's practice




• Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

• College degree or higher




• 2+ years of similar experience

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

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