Job description
NOW HIRING!
Client Service Manager-Full Time
Ability to multi-task in a client oriented financial planning and investment business. Looking for a strong organized person with computer skills. Ability to learn Salesforce a customer relationship management tool. Looking for a reliable, friendly, outgoing person to join our team.
- Direct attention to detail and organization.
- Effective communication with clients and other advisor/staff.
- Efficient time management.
- Polite and clear phone manners.
- Ability to multi-task.
- Ability to adhere to rules and regulations as stated and required by advisor and 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.
- 401(k) match
- Annual bonus
Company Information. Dialogue Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC. Ameriprise Financial is one of the largest wealth management firms in the U.S. We provide financial planning products and services, including wealth management, asset management, insurance, annuities and estate planning. Please contact us at 712-279-0646 or 1-800-345-7408 or send resume to 6111 Whispering Creek Dr Ste A, Sioux City, IA 51106
Job Type: Full-time
Pay: $32,000.00 - $35,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
- Paid training
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Sioux City, IA 51106: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Microsoft Office: 1 year (Preferred)
- Sales: 1 year (Preferred)
Work Location: In person
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