Client Service Specialist (18538BR)

Company: Ameriprise Financial
Location: Renton
Posted on: February 15, 2021

Job Description:

Description

Job Description
AGP Wealth Advisors is a private wealth advisory practice of Ameriprise Financial. AGP stands for Accumulate, Grow and Protect; which embodies our philosophy for managing our client's wealth. With offices throughout the Pacific Northwest, AGP has rapidly expanded since its inception in 2004, evidenced by having made the Barron's Top 100 list for ten consecutive years
Responsibilities
The Client Service Specialist plays a crucial role in providing best-in-class support to Advisors in order to deliver unparalleled service to clients. With overall responsibility in assisting the advisor, the Client Service Specialist will work effectively and efficiently to provide an exceptional degree of office support and business processing.
Required Qualifications

* Has Series 7, 63 and 65 licenses.
* Has at least one year of experience in the financial services industry.
* Has a bachelor's degree or equivalent experience.
* Has excellent verbal and written communication skills.
* Has excellent interpersonal skills.
* Has excellent problem-solving skills.
* Is extremely attentive to detail.
* Has a genuine interest in serving and caring for other people.
* Has excellent organizational, task, and time management skills.
* Can self-teach when given appropriate resources.
* Ability to fill multiple roles and be flexible.
* Has a high degree of comfort with technology.

Compensation:
* Competitive base salary and bonus potential.
* Vacation and Personal Leave.
* Paid Holidays.
* 401(k) with matching.
* Health and Dental Insurance available.
About Our Company
With the right company, life can Be Brilliant-. 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 and we can Be Brilliant- together.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.
VEVRAA Federal Contractor
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.
https://www.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf

Keywords: Ameriprise Financial, Renton , Client Service Specialist (18538BR), Other , Renton, Washington