Client Service Specialist

The client service specialist is responsible for the operations and marketing of the practice.  Duties for this position include (and not limited to):

Key duties:

• Manage the calendar(s) of the practice.  Set appointments for all client and vendor meetings. Confirm all appointments, etc.
• Work with clients to have all needed information on a regular basis (tax returns, meeting preparation materials, etc.)
• Manage the Contact Management System (client segmentation, service models, point in time contacts, etc.)
• Work with clients to be sure the client is technological ready for meetings and interactions.
• Work with the operations team to be sure business is processed in a timely fashion.
• Auditing and managing practice reports
• Work in conjunction with the Digital Engagement and Social Media Marketing team to supplement digital and social media marketing
  • Local marketing via digital marketing (campaigns, emails, target marketing
• Plan Advisor seminars or Webinars.
• Manage birthday cards, anniversary cards and special event cards (and gifts).
• Research and market to select individuals/businesses who are in the target demographics we want to reach and proactively engage with them.
• Back up other areas in the practice
• Be a substitute for local networking meetings (both in person and virtually)
• Other duties as assigned

Candidates applying for this position must have:

• High school diploma and experience, preferable an associate degree and experience
• Excellent oral and written English communication skills.  Much of the time this person will be on the telephone, Video, E-mail or social media.
• Candidate should have some digital sales experience
• Must have excellent skills in social media (Facebook, LinkedIn, and Twitter
• Well versed on standard office equipment and programs including Office 365, sales force and cloud-based technology
• Knowledge of WebEx, Microsoft Teams, Zoom and conference call procedures
• Person must be a self-starter, independent, great time management and prioritization skills and be a good problem solver.
• Must be able to pass a background check

This is currently Part Time 15-20 hours per week during business hours. This could grow to a full-time position Pay is $18/hour with potential for bonuses

TO APPLY: SEND RESUME TO WILLIAM.T.EVERLY@AMPF.COM AND PUT “RESUME” IN THE SUBJECT LINE.