Join a boutique Private Wealth Advisory practice of Ameriprise Financial in Midtown Atlanta to help provide top-notch service to clients who expect an experience well above the ordinary. Compensation will be commensurate with the responsibilities of the position. A generous bonus program rewards performance above and beyond basic duties.

Job responsibilities include gathering, organizing, and analyzing client data, preparing client deliverables, providing client relationship support through interacting directly with clients, ensuring accurate account set up, acting as a liaison to answer client questions, problem resolution, preparing and submitting account applications, coordinating and tracking business-as-usual projects, and a broad range of service tasks as needed.

Job requirements: the successful applicant will be a detail-oriented self-starter who adheres rigorously to regulations and assures the tasks are completed accurately and punctually; an Excel and CRM wizard; an effective communicator who enjoys interacting with clients; a problem-solver who works quickly, effectively, and efficiently; an experienced multi-tasker; a person who takes pride in their integrity, intelligence, and reliability; a team player. A complete background check will be required. Grooming, diction, strong verbal and written communication skills, familiarity with small-business technology, and initiative are critical attributes.

Additional details: Bachelor’s degree and two years’ experience in client service. Residents of metro Atlanta only. Full-time.

Benefits:

• Health insurance, dental, vision, LTD
• Paid holidays (NYSE holidays)
• 401(k) 4% match (after six months service)
• Paid time off (10 days in year one)
• Hybrid work