Client Service Assistant - Work from home

Job Description:

Ameriprise Financial is seeking a dedicated and driven Client Service Assistant to join our team on a part-time basis. This position offers the flexibility to work from home, providing support to our clients in the Bern, Kanton Bern area. As an Associate Level role, we require a minimum of 2 years of experience in a similar position.

Responsibilities: - Provide excellent customer service to clients, addressing their inquiries and concerns in a timely and professional manner - Assist in managing client accounts, processing transactions, and maintaining accurate records - Collaborate with the financial advisor team to develop and implement financial plans for clients - Coordinate and schedule client meetings, both in person and virtually - Conduct research and analysis as needed to support client needs and financial planning strategies - Maintain confidentiality of client information and adhere to all compliance regulations

Requirements: - Strong communication and interpersonal skills - Ability to work independently and as part of a team - Proficiency in Microsoft Office suite and other relevant software programs - Strong organizational and time management skills - Cooperative attitude and ability to handle multiple projects simultaneously - Visa sponsorship, company transportation, and relocation allowance offered - Equal opportunity employer

At Ameriprise Financial, we cultivate a working environment that encourages curiosity and questioning to fuel innovation and growth. If you are passionate about finance and helping clients achieve their financial goals, we want to hear from you. Apply by the deadline of May 15, 2024, to be considered for this exciting opportunity as a Client Service Assistant.

How to apply:

Apply on GrabJobs and you will be notified if shortlisted for the job.