Client Relationship Manager

Ameriprise Financial, Inc.
Boca Raton, USA
Feb 04, 2023
Mar 05, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Join our independent Private Wealth Advisory team of Ameriprise Financial, LLC in Boca Raton, FL. As one of the top practices in the Southern region with 4 advisors and additional staff we are looking to expand. We offer personalized and comprehensive financial advice, investment advice and outstanding client service to help our clients achieve their goals.
We are excited to be able to offer a new client relationship manager role within our growing practice. You will have the opportunity to join a growing practice and be an employee of an independent franchise of Ameriprise Financial, LLC while being able to decide and follow your own career path within the practice over time.

Provide general administrative duties: Greeting clients, answering incoming calls, make outgoing calls, scheduling client and prospect appointments, confirming appointments, prepare general correspondence (emails and letters), follow up with clients and prospects.
Prepare for any or all marketing events including the compliance documentation aspect.

Prepare client forms and follow up on client new business to ensure it is properly completed. This includes insurance business, rollovers, new financial planning agreements, etc.

Prepare for client appointments: Preparation of client agendas, research information needed for upcoming appointments, and any other client and prospect tasks as assigned.


  • Bachelor's degree or equivalent.
  • Minimum 5 years of previous experience in an office setting with relevant industry experience.
  • General knowledge of financial services industry.
  • Detail oriented and organized with strong analytical skills and ability to problem solve.
  • Strong computer and software skills.
  • Proficiency with the Microsoft suite of products: Outlook, Word, Excel, PowerPoint.
  • Knowledge of Salesforce applications is preferred or other client record management system.
  • Ability to manage multiple projects at once and prioritize as necessary.
  • Ability to work independently.
  • Ability to follow established processes to ensure team operation is efficient.
  • Optional: Series 7, Series 63, Series 66, Series 65, life, health and accident licenses.

Required Qualifications

Compensation and Benefits
  • We offer a competitive salary and bonus, medical reimbursement, and a retirement plan with matching. This is a full time and non-exempt position.

About Our Company

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.

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.
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