Client Services

Key Responsibilities:

• Have a complete working knowledge of CRM and integrate it as the central

• application for communication and tracking in the practice

• Complete all CRM training

• Make notes in CRM on all interactions with clients

• Review clients without an Appointment Scheduled in CRM

• Schedule appointments/meetings according to Service Model

• Confirm meeting by phone 72 hours before meeting

• Monitor Beneficiary Intelligence program

• Review Beneficiary Playbook

• Work with team on Marketing budget and preparation

• Send and update Marketing on Demand communications

• Order gifts for clients per advisor direction

• Send out birthday, Thanksgiving, Christmas cards, or other cards as directed

• Update Go Social (articles, photos, events)

• Update photos and events on social media and website

• Update events on website

• Become proficient in Event Builder (+)

• Help coordinate seminars or client appreciation events

• Review notes from events – make new connections on all social media

• Help to choose promotional items for client events

• Record compliance as needed for events, gifts, etc.

• Other tasks as necessary for client services.

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.

This position is with an Ameriprise Financial Franchise owner.

Requisition Number