Luvo Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. is seeking a Client Service Receptionist in North Downtown Bellevue, WA (https://www.ameripriseadvisors.com/team/luvo.wealth.advisors)
Base of $19 per hour with bonus, bringing potential rate up to $21 per hour
Company paid medical insurance
401(k) match provided
Vacation, sick days and paid holidays
Excellent opportunity for anyone seeking to enter the financial services industry
Do you enjoy working on your own while interacting with a variety of clients? Would you like to make a difference in people's lives by helping them achieve their financial goals and dreams? Would you like the support and stability of working with the largest financial planning company in the world but work in a small, successful office setting? Is it important that you are growing and learning while you are serving others? Then this may be the perfect fit for you!
Here is a more detailed look at your day:
Client Service: Putting clients' needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent service you will...
Assist advisors & staff in servicing clients by scheduling, rescheduling, confirmations of client appointments and overall calendar management, respond to client inquiries on administrative questions, maintain incoming mail logs, help refine a robust 90-day onboarding process for new clients, provide superb client experience touch points like birthday cards, referral thank you etc. Be team lead on our prospective client process and new client onboarding, order and maintain office supplies and office equipment with the help of established vendors. The list goes on!
General Administrative Duties: Answering phones, prepare routine client correspondence,
Self-Development: As an assistant, you have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through on-line state of the art e-learning, keeping up with system and regulatory changes, and attending regional and firm activities.
You will play a key role with clients and will be an important team member of Luvo Wealth Advisors. Your payoff is having a competitive salary and benefits with opportunities for bonuses. You will have the ability to work in a professional office setting with an amazing culture and environment. You will also work regular hours that balance well with your life outside of work.
About Ameriprise: Ameriprise Financial has a 125-year history of building long-lasting, personal client-advisor relationships. We treat our clients as we treat each other - with fairness, dignity and respect. it's no wonder we're America's leader in financial planning. Here, you can get the training and support you need to advance in your career, collaborate with peers in a diverse family-like environment, and know that your efforts will be rewarded. Our business is helping clients plan for their goals and dreams, and we want to inspire you to achieve your own. https://www.ameriprise.com/financial-planning/about/our-company/
This position requires that you possess the following skills/abilities: