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    Client Service Manager - Abilene, United States - Ironstone Wealth Advisors

    Ironstone Wealth Advisors
    Ironstone Wealth Advisors Abilene, United States

    3 weeks ago

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    Description

    Job Description

    Job Description
    Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

    Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.

    This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

    This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions.

    The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.

    Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

    Company DescriptionSmall financial planning office focused on helping client achieve their financial goals.

    Company Description

    Small financial planning office focused on helping client achieve their financial goals.

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