Client Service Associate

Who we are:
Danley & Associates is a client focused wealth management and financial planning practice. We put the client first and provide them with a top-quality experience and world class service. We seek to have a high-quality collaborative working environment geared towards an excellent client experience.

What we are looking for:
We are looking to add a new associate who appreciates a collaborative team environment. The ideal candidate loves getting things done and is a creative problem solver. This person must be comfortable interacting with a team and with clients in the office, on the phone, and with email.

Benefits:

Costs covered to get your licenses - (SIE, Series 7, 66, Group One - Life, Health, and Disability)
Full Time employee benefits
Health insurance, Vision, Dental, Life Insurance, Disability Insurance, 401(k)

Possible career paths:

Financial Analyst
Associate Financial Advisor (AFA)
Financial Advisor

Responsibilities

In office client service

• Providing general administrative duties such as
• Answering the phone
• Greeting clients and providing hospitality as they wait for their meetings
• Ensuring client-visible space is in order

Administrative

• Supporting client account set up
• Managing internal email alerts
• Handling client phone and email requests
• Preparing and ensuring new business paperwork is successfully submitted
• Preparing and processing documentation and obtaining appropriate signatures
• Running insurance quotes
• Moving money between accounts
• Performing other duties as assigned by the financial advisor(s) and associate financial advisor(s)

Client meeting preparation

• Scheduling and preparing client meetings
• Entering data into the CRM system
• Creating the agenda and summary of meetings

Marketing

• Participating in the coordination and execution of marketing events which may take place after normal working hours

Social Media

• Assisting in writing and posting social media updates

Required Qualifications

Required Knowledge, Skills, Abilities:

• Teachable
• Desire to learn and grow
• High follow-through problem solver (a person that likes to complete tasks)
• Good with people
• Positive attitude
• Detail & results orientated
• Organized and good at time management
• Able to manage multiple tasks and prioritizes effectively
• Able to work independently with minimal supervision
• Process oriented and can work with a team
• Team player "if you win, we all win, go team"
• Work within the guiding principles and core values of the practice, including transparency, integrity, commitment, competence, love & loyalty
• Has the ability to proactively engage with clients and create trusted relationships quickly
• Passionate about servicing client relationships in a timely and effective manner
• Strong verbal and written communication skills
• Ability to adhere to rules, regulations, and processes as stated and required
• Proficiency with MS Office Suite (MS Word, Excel, PowerPoint, etc.)

Minimum Required Qualifications:

• Pursuing or have completed a 2-year college degree.

About Our Company

With the right company, life can Be Brilliant®. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant® together.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.