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Client Service Coordinator

Ameriprise Lone Tree, CO
  • Posted: August 30, 2019
  • Full-Time

Ameriprise Financial is seeking a "Director of First Impressions" to provide warm welcomes to guests while assisting the office with general administrative needs. In this position, you'll be creating memorable experiences for our clients on the phone and in person. A successful candidate has excellent client service skills and professionalism, will care about providing for the needs of clients and colleagues, have prior office experience answering phones and using Excel and Word. In this position, you must also be able and willing to keep confidential information. Provide general reception and office support; accountable for general office responsibilities. These duties include support to the Branch Manager and Operations Leader, processing invoices and expense reports, supply ordering, prepare reports, provide administrative support to the branch (check scanning, mail handling, etc.), compliance record keeping, etc.
Provide support for marketing, client acquisition events & activities. Assist with logistics marketing and client acquisition events, including venue, RSVPs, supplies, etc. Prepare and submit marketing compliance documentation and marketing wholesaler reimbursement. Website updates.
  Associate (2-year) degree or equivalent.
1 -3 years Relevant Experience Required.
Ability to function in a fast paced environment and maintain operational quality, demonstrated professionalism.
Excellent interpersonal skills to interact effectively with clients during phone calls, emails or in person.
Effective written and oral communication skills, strong client service orientation.
Ability to handle multiple priorities, strong attention to detail.
Proficient with standard software and office equipment.
 

Ameriprise

Address

Lone Tree, CO
80124 USA

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