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Client Service Specialist

Practice of William Everly, CFP®, APMA®, CLTC®, a Franchise of Ameriprise Financial Services, LLC
Austin, TX
Expired: over a month ago Applications are no longer accepted.
  • $18 Hourly
  • Part-Time
Job Description

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


Company Description
We are a full service financial and wealth management firm offering advice, insurance and investments. Much of what we do is by telephone and video conferencing as well as social media.


Practice of William Everly, CFP®, APMA®, CLTC®, a Franchise of Ameriprise Financial Services, LLC

Austin, TX



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