Client Service Specialist
Ardent Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial in Rockford, IL, is seeking an organized, detail-oriented Client Service Specialist to join their team. This role provides critical administrative and operational support, ensuring seamless client experiences and efficient business processes. Key Responsibilities:
- Client onboarding and account opening/maintenance
- Prepare and manage paperwork for client accounts
- Oversee all aspects of the CEO’s day, including scheduling and task management
- Manage the Financial Advisor’s calls, emails, and texts
- Hold the Financial Advisor accountable for operational tasks
- Transcribe meeting notes and identify key action items
- Think ahead and anticipate business needs proactively
- Provide clear and professional client communications
- Ensure seamless coordination and follow-through on operational tasks
- Ability to work in a fast-paced, high-pressure environment
- Strong problem-solving skills with a self-resolution mindset
- Capable of multitasking while maintaining high attention to detail
- Highly skilled in client communications with a professional and confident demeanor
- Acts with integrity and demonstrates accountability
- Goal-oriented with the ability to provide insight and solutions to the Financial Advisor
- Extensive and thorough training will be provided—prior industry experience is beneficial but not required for a quick learner
- Salary: $65,000 per year
- Benefits: $400 towards health insurance stipend
- Retirement: 3% 401(k) match
- Time Off: Paid Time Off (PTO) & Paid Holidays
- Sick Pay: 40 hours per year
- Work Environment: In-office role with the opportunity to work from home two days a week after 90 days and flexible work schedule
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