Job Description

Job Description

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, has an opening for a Client Service Specialist for their office located at 112 Pleasant Street NW, Suite D, Vienna, VA 22180. This is a full-time, non-exempt position supporting advisors within the team practice which allows the advisors to focus more time and energy on client acquisition and deepening client relationships. Benefits include: Medical, Dental and Vision Insurance, 401(k) Plan with a match, Section 125 Cafeteria Plan, company-provided Group Life Insurance, Short-Term and Long-Term Disability benefits, Paid Time-Off (PTO) policy and 10 Observed Holidays.

General duties: Answer incoming calls, schedule client meetings, process meeting prep, assist with client requests, and perform problem-solving for client issues and special projects.

Responsibilities

Process new investment account applications, insurance illustrations and applications, beneficiary changes, checks, estate settlements, establish/monitor financial planning fees, monitor Required Minimum Distributions, set up new clients and maintain client data in the Customer Relationship Management (CRM) system. Assist clients with registering for the Ameriprise Secure Site to enable online delivery of documents and e-signature.



Required Qualifications

The individual must have prior experience working with a financial services firm that offers investment management, insurance products and comprehensive financial planning services. Series 7, 66 and Life & Health licenses are preferred but not required. The qualified candidate must be professional and dependable, have strong verbal/written communication skills, work well in a team environment and is able to develop and maintain strong client relationships while providing excellent client service. Technology skills include proficiency in Microsoft Office, Outlook and Excel.



About Our Company

With the right company, life can Be Brilliant®. 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 and we can Be Brilliant® together.

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.

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