Ameriprise Financial Office Manager (13073BR) in Port Orchard, Washington

Description Job Description Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. We are seeking a Client Service Specialist to join our team. We are a boutique financial planning firm providing best-in-class service and advice to long-term, appreciative clients. Benefits: 401(k), Profit Sharing, Paid Vacation, Holidays and Sick Leave Responsibilities Greet clients Update client records Prepare for client meetings by creating reports, electronic applications, doing research and updating spreadsheets Process account transactions and trades Track and maintain compliance records Schedule and confirm meetings Coordinate special client events Maintain office and order supplies Update and Reconcile QuickBooks and do basic bookkeeping Troubleshoot and resolve client issues and concerns Document and update client records based on interactions Required Qualifications Strong computer skills Ability to learn quickly Punctual and dependable Self-starter with ability to work independently Previous experience in customer service Ability to build rapport with clients Ability to prioritize and multitask Positive and professional demeanor Strong analytical skills Excellent written and verbal communication skills About Our Company With the right company, life can be brilliant. At Ameriprise, 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. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial. We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here . VEVRAA Federal Contractor We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.https://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf