Client Service Associate II

Responsibilities:

- Work alongside Financial Advisors and help service clients and resolve client issues
- Serve as a point of contact for clients, providing exceptional customer service and resolving any issues or concerns
- Analyze client needs and recommend appropriate solutions
- Collaborate with our team and Ameriprise Home Office to ensure client satisfaction and successful implementation of projects
- Manage client relationships and maintain a high level of customer retention
- Utilize Salesforce or other CRM tools to track customer interactions and update customer information
- Communicate effectively with clients and Home Office through various channels, including phone, email, and chat

Experience:
- Minimum of 2 years of experience in a customer service role
- Strong knowledge of customer service principles and practices
- Familiarity with Salesforce or other CRM systems
- Proven ability to analyze market trends and identify opportunities for growth
- Excellent communication skills, both written and verbal
- Ability to multitask and prioritize tasks effectively

We offer competitive compensation and benefits packages. Join our team of dedicated professionals and make a difference in the lives of our clients.

Job Type: Full-time

Pay: $55,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Work from home

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Ability to Relocate:

• Danvers, MA 01923: Relocate before starting work (Required)

Work Location: Hybrid remote in Danvers, MA 01923