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HRCoach · 13 hours ago

Client Service Specialist / Paraplanner

Ellicott City, MD, 21043, US

Full-time

Onsite

Entry, Mid Level

$26/hr - $33/hr

2+ years exp

Morgan Wealth Advisory Group, a Private Wealth advisor practice of Ameriprise Financial, is seeking a Client Service Specialist / Paraplanner to join their dynamic financial advisory practice. This key, client-facing role involves delivering exceptional service and managing multiple priorities in a collaborative environment.

Human Resources

Responsibilities

Prepare advisor for prospective and existing client meetings by briefing upcoming meetings and staying ahead of necessary to-dos. Follow through on post-meeting client service action items

Work directly with clients to execute service needs including: account openings, transfers, account updates, and other advisory requests from advisor and/or clients

Prepare and update financial plans, investment allocation models, insurance proposals, and client meeting presentations

Manage and oversee estate settlement activities, ensuring accurate processing, timely follow-up, and a high level of client service throughout the transition

Support the client meeting process by providing necessary documentation and insights during client meetings

Maintain accurate records of client interactions, status updates and upcoming client opportunities in CRM

Execute other administrative tasks and other team-wide duties as needs arise

Work closely with the advisor to ensure client relationships run smoothly and efficiently

Contribute to practice initiatives that support growth, efficiency, and client satisfaction

Additional responsibilities may be added over time based on team needs and career goals, including exposure to planning support or research activities

Qualification

Client service experienceFinancial services knowledgeSeries 7 licenseSeries 66 licenseMicrosoft OfficeCRM toolsHighly organizedProfessionalismDetail-orientedCommunicationInterpersonal skills