Key Responsibilities:
Have a complete working knowledge of CRM and integrate it as the central
application for communication and tracking in the practice
Complete all CRM training
Make notes in CRM on all interactions with clients
Review clients without an Appointment Scheduled in CRM
Schedule appointments/meetings according to Service Model
Confirm meeting by phone 72 hours before meeting
Monitor Beneficiary Intelligence program
Review Beneficiary Playbook
Work with team on Marketing budget and preparation
Send and update Marketing on Demand communications
Order gifts for clients per advisor direction
Send out birthday, Thanksgiving, Christmas cards, or other cards as directed
Update Go Social (articles, photos, events)
Update photos and events on social media and website
Update events on website
Become proficient in Event Builder (+)
Help coordinate seminars or client appreciation events
Review notes from events - make new connections on all social media
Help to choose promotional items for client events
Record compliance as needed for events, gifts, etc.
Other tasks as necessary for client services.
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.
This position is with an Ameriprise Financial Franchise owner.
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.
Full-Time/Part-Time
Part time
