Client Service Assistant
Position Description:
Viridian Wealth Advisors has a focus on helping our clients plan for a successful financial future through financial planning, investments and insurance. We develop long-lasting relationships with our clients, and we are looking for a new team member to fill this critical role!
Job duties include (but are not limited to):
- Answer multi-line phone and direct appropriately
- Greet clients and visitors
- Sort, scan, copy, and process incoming mail
- Schedule and prep for client and prospect meetings
- Construct letters to clients as directed
- Assist with client appreciation events and seminars
- Become proficient in our Client Relationship Management System
- Communicate with our Home Office to resolve any outstanding issues
- Assist other team members as needed
- Prepare forms and other paperwork as needed
- Ensure office is client ready
- Track and order office and other supplies as needed
Key Traits:
- Strong organizational and computer skills (especially Word and Excel)
- Attention to detail
- Clear & professional communication with clients and co-workers
- Efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Positive attitude and sincere willingness to learn and grow
- Ability to adhere to parameters and regulations established by advisors and Ameriprise
- Ability to support advisor’s practice with compliance requirements
- Proficient in MS Office Products (Email, Word, Excel)
Work Remotely
Qualifications:
Education and Other Designations:
- High School Degree or equivalent
Job Type: Full-time
Pay: From $15.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Flexible spending account
- Life insurance
- Paid time off
Compensation package:
Schedule:
Ability to Relocate:
- Manhattan, KS 66503: Relocate before starting work (Required)
Work Location: In person