Job description

Position Title: Client Concierge

Company Services: An Ameriprise Private Wealth Advisory Practice located in Lincoln, NE, Omaha, NE, Grand Island, NE, and North Platte, NE assisting clients in meeting their financial goals with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.

Company Summary:

Culture: Our culture is one of Togetherness. We celebrate our collective achievements and support one another in times of difficulty. We are open, inclusive and trust our voices are heard. Initiative is encouraged and we find joy in working hard.

Vision: Our Vision is to thrive as an independent, family-oriented, and community integrated practice helping families prosperfinancially through generational and collaborative relationships where every member of our team makes a difference.

Mission: It is the mission of CIO Wealth Strategies to provide our clients on-going financial Confidence, Insights to make decisions and Outcomes that achieve their family goals.

Position Summary: Helps conduct the smooth operation of a fast-paced and friendly financial planning office. Assists in daily business operations by managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.

Position Information: Part-time – with opportunity to become Full-time

Pay rate commensurate with experience

Location: Omaha

Working Hours: 10:00 AM – 4:00PM, Monday – Friday (schedule will vary)

Qualifications:

· Strong client service and interpersonal skills for handling sensitive and confidential situations.

· Organizational skills, ability to prioritize a diverse workload and multi-tasking, and taking initiative in daily responsibilities.

· Strong work ethic, team player, and high degree of professionalism.

· Proficiency in Excel, Word, and Outlook is required.

· Ability to adhere to rules and regulations as stated and required by Advisor and Ameriprise Financial.

· Ability to support compliance within the Advisor’s practice.

Position Responsibilities:

· Greets clients, extends hospitality, and directs them to the appropriate person or area.

· Responsible for answering all incoming calls, helping clients when possible, transferring calls, and taking messages appropriately.

· Reads and routes incoming mail. Locates and attaches appropriate file to correspondence to be answered by employer.

· Responsible for updating client information, appointment scheduling and confirmation, and client service calls.

· Composes and types routine correspondence.

· Organizes and maintains file system and files correspondence and other records.

· Makes copies of correspondence or other printed material.

· Prepares outgoing mail and correspondence and UPS overnight packages, including e-mail and faxes.

· Orders and maintains supplies for all office areas and arranges for equipment maintenance.

· Sends confirmation postcards to clients.

· Scans, organizes, and maintains file system in accordance with Company policies and compliance standards.

· Supports compliance within the practice and fulfills all compliance responsibilities. Develops an understanding and adheres to all compliance regulations throughout the course of employment.

· Accepts and performs other duties as assigned.

· Regular and predictable attendance, punctuality, and strict adherence to the Company’s attendance policy are essential functions of this position.

The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.

Job Type: Part-time

Pay: $16.00 - $18.00 per hour

Benefits:

• 401(k) matching
• Flexible schedule

Schedule:

• Monday to Friday
• No weekends

Ability to commute/relocate:

• Omaha, NE 68154: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 2 years (Required)

Work Location: In person

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