Customer Service Specialist
Customer Service Specialist
ameriprise financial servicesBaltimore, MD
yesterday
Customer Service RepresentativesSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial Advisors
Miscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceTrust, Fiduciary, and Custody Activities
Apply for this role →Company Description:
Alcumus Financial Group is loocated in Annapolis Maryland. We have client across the county. We offer a Hybrid work environment. Investment and advisory services are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Client Service & Relationship Support• Serve as secondary client contact for ongoing administrative needs• Manage follow‑up tasks and data gathering• Update CRM and planning tools• Assist with onboarding new clients • Maintain client experience standards Compliance & Documentation• Ensure files meet compliance standards• Document planning notes and recommendations• Track signatures and regulatory requirements• Maintain accurate CRM documentation Operational Support• Submit account paperwork and transfers• Track ACATs, contributions, and distributions• Coordinate with operations team• Maintain organized digital files Advisor Support• Help manage advisor workflows and meeting schedules• Assist with annual planning cycles and service meeting agendas
Qualifications:
Strong skills in Financial Planning and Investments Experience in Report Writing and attention to detail Excellent organizational and time management abilities Impeccable client service standards Bachelor’s degree 5 years minimum of direct client service experience Emotional intelligence and Emotional competency
Also on the board Same function, level within a rung
Level
Junior
Location
Baltimore, MD
Occupation
Customer Service Representatives
Industry
Miscellaneous Financial Investment Activities
Posted
yesterday