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Ameriprise Financial Services, LLC · 9 hours ago

Client Relationship Manager

Staunton, VA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals while fostering a collaborative culture for its employees. The Client Relationship Manager will build and maintain strong relationships with clients, ensuring exceptional service and supporting financial advisors in delivering comprehensive solutions.

CommercialConstructionProperty ManagementReal EstateResidential

Responsibilities

Serve as the primary point of contact for assigned clients, providing timely and personalized service

Proactively communicate with clients to address inquiries, resolve issues, and ensure satisfaction

Build rapport and trust with clients through regular check-ins and updates

Guide clients through the onboarding process, including gathering required documentation and explaining procedures

Coordinate with advisors and paraplanners to ensure smooth transitions and accurate account setup

Monitor client accounts and identify opportunities for additional services or follow-up

Assist in organizing and hosting client events, seminars, and educational sessions

Support client retention efforts by maintaining accurate records and tracking client interactions

Prepare client reports, presentations, and meeting materials

Maintain and update client records in CRM systems and compliance databases

Process client requests, paperwork, and account changes as needed

Collect and maintain accurate client data for financial planning purposes, including new and updated information

Ensure timely updates to internal systems and client records to support compliance and planning accuracy

Coordinate with team members to communicate changes and integrate updated information into financial strategies

Maintain organized documentation and workflows to ensure efficient client service and operational consistency

Work closely with advisors, paraplanners, and office staff to deliver a seamless client experience

Participate in team meetings and contribute to process improvements and service enhancements

Ensure all client interactions and documentation comply with Ameriprise Financial policies and regulatory requirements

Maintain confidentiality and handle sensitive client information with discretion

Qualification

Client relationship managementCRM systems proficiencyMicrosoft Office SuiteCustomer service skillsOrganizational skillsTime-management abilitiesAttention to detailTeam collaborationAdaptabilityCommunication skills