Client Operations Associate
Job Description
Job Description
We are seeking a Client Operations Associate to join our team! You will perform clerical and administrative functions in order to drive company success.
Responsibilities:
- Draft correspondences and other formal documents
- Plan and schedule appointments and assist in event planning
- Greet and assist onsite guests
- Answer inbound telephone calls
- Organize, develop and implement organized filing systems
- Perform all other office tasks
- Monitor and communicate on the text messaging system
- Process ACH transfers and other asset transaction processes.
- Light cleaning
- Other tasks as needed
Qualifications:
- Previous experience in office administration or other related fields
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Strong attention to detail
- ​Strong organizational skills
A franchise firm of Ameriprise with the goal of building toward a premier institution for multiple generations of family wealth management and fiscal education.
Company Description
A franchise firm of Ameriprise with the goal of building toward a premier institution for multiple generations of family wealth management and fiscal education.
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