Client Service Specialist

*Job description * *Company Description* Opus: Advise First, A private wealth advisory practice of Ameriprise Financial Services, LLC.
Opus: Advice First represents all we can do together.
We look to enhance the financial and emotional well-being of our clients and their families by providing education and improving behavior as it relates to important life decisions.
Planning for the future is important work, just as a musician creates their unique pieces.
In the musical sense we see our relationship as working in “harmony”.
Starting with advice first we look to keep you on track with core financial planning and subsequently help you manage the wealth and assets we work towards building together.
Our hub office is in Oxford, CT with two additional locations for our client's convenience in Palo Alto, CA and Westchester, NY.
With the help of technology, we serve clients in 20 states.
Our value proposition is centered on creating and maintaining deep relationships with our clients so that we can help to “orchestrate your dreams”.
This is done by identifying your unique and individual goals and helping you pursue them through comprehensive planning.
*Role Description* This is a full-time on-site role located in Oxford, CT for a Client Service Specialist.
The Client Service Specialist will be responsible for answering client inquiries via phone and e-mail.
Client service, problem resolution and fielding to advisors.
They will also work closely with other team members to ensure client satisfaction and improve overall client experience.
*Qualifications* * Obtaining information from clients to answer their questions or setting appointments with their advisors.
* Keep records of client interactions or transactions, recording details of inquiries, as well as actions taken.
* Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
* Maintain Records, Reports or Files.
* Prepare Reports for future meetings.
* Complete necessary forms based on client interaction.
* Establishing and Maintaining Interpersonal Relationships.
* Developing constructive and cooperative working relationships with others and maintaining them over time.
* Transfer calls to appropriate team members * Follow up with client calls when necessary.
*Key Competencies* * Attention to details is a must quality for this position.
* Experience in client service or a related field.
* Excellent communication skills, both verbal and written.
* Manage time effectively, adhere to timelines.
* Strong problem-solving and decision-making skills * Ability to work well in a team environment as well as independently.
* Proficiency in Microsoft Office and Sales Force systems * Bachelor's degree in Business Administration or a related field is preferred * *Employment Type * Full-time Job Type: Full-time Pay: $55,000.
00 - $65,000.
00 per year Benefits: * 401(k) * 401(k) matching * Health insurance * Health savings account * Paid time off Compensation package: * Performance bonus * Yearly bonus Schedule: * Monday to Friday Work Location: In person