Rocco A. Carriero Wealth Partners, a private wealth advisory practice of Ameriprise Financial · 2 months ago
Client Service Specialist
Southampton, NY
Full-time
Onsite
New Grad, Entry LevelRocco A. Carriero Wealth Partners is a private wealth advisory practice dedicated to providing premium client service. They are seeking a full-time Client Service Specialist to assist financial advisors and enhance the client experience while adhering to high standards of business ethics.
Financial Services
Responsibilities
Act as the first point of contact for clients by phone or in-person: communicate and direct calls and treat guests appropriately and professionally
Update client data in our CRM database – ensure alignment to policy and regulatory standards
Understand and manage client service projects end-to-end as needed (including client on-boarding, money movement, wire transfers and ACHs, building a network of corporate support resources, managing client data, generating and evaluating reports)
General product knowledge (equities, bonds, options, mutual funds, ETFs, insurance/annuities, cash, SMAs, SPS, brokerage, etc.)
Perform general office management duties (work with vendors, pay incoming expenses, etc)
Assist with Special Projects as requested by advisors and team members
Attend and participate in team and client events as requested
Qualification
Required
Bachelor's Degree (Required)
English (Required)
Ability to Commute: Fargo, ND (required)
Company
Rocco A. Carriero Wealth Partners, a private wealth advisory practice of Ameriprise Financial
Our purpose is to help you feel confident, connected and in control of your financial life.
Southampton, New York
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Roger Erny
Chief Operating Officer
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