Job description
JOB DESCRIPTION – Client Service Specialist
With Reimbold & Miller, a private wealth financial advisory practice with Ameriprise Financial Services,
LLC
GENERAL JOB SUMMARY
The Client Service Specialist plays a key role in helping Reimbold & Miller provide financial advisory and portfolio management services to our clients. The position is a full-time employee of Reimbold & Miller, a locally-owned independent, private wealth franchisee of Ameriprise
Financial, one of the world’s leading financial service companies. The Client Service Specialist supports financial advisors and financial planning specialists to provide a variety of client services and to assist in daily business operations.
JOB RESPONSIBILITIES
The Client Service Specialist provides clerical client-focused support for advisors. This may include buying and selling securities, performing money movement activities, opening new accounts, and contacting clients to follow up on recommendations, strategies or transactions previously discussed between the advisor and the client, as well as other office duties as needed.
JOB REQUIREMENTS
The Client Service Specialist will consistently follow high standards of business and professional ethics, and legal and regulatory requirements when performing work activities. Candidates must pass a national background check.
The candidate must have a working knowledge of common office technology applications such as Email, internet search engines, and the Microsoft Office Suite. The candidate should be comfortable working in a fast-paced, dynamic professional office setting.
WHAT WE OFFER
Reimbold & Miller offers paid vacation and eight paid holidays per year, company subsidized healthcare benefits and retirement plans, life insurance, and company-supported education benefits. For more information on our practice, please review our website at www. reimboldandmiller.com.
HOW TO APPLY
For more information, please contact Jenny Reinhard, Office Manager, at 260-432-3235 or by
Email at: jenny.l.reinhard@ampf.com
Job Type: Full-time
Pay: $15.00 - $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Health savings account
- Life insurance
- Paid time off
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Fort Wayne, IN 46804: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Customer service: 1 year (Preferred)
Work Location: In person
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