About Company
Ameriprise Financial Services, LLC is a leading diversified financial services company with a long-standing commitment to helping clients achieve their financial goals. With a focus on personal relationships and comprehensive financial planning, we empower individuals and families to feel confident about their financial future. Our Thousand Oaks office is a vibrant and supportive environment where client success is at the heart of everything we do. We pride ourselves on fostering a culture of excellence, integrity, and continuous growth for both our clients and our dedicated team members. Join us and be part of a company that truly makes a difference in people’s lives.
Advertisement
Job Description
We are seeking a highly motivated and experienced Client Relationship Manager to join our dynamic team in Thousand Oaks, California. This pivotal role is responsible for cultivating and nurturing strong, long-term relationships with our valued clients, ensuring their satisfaction and loyalty. As a Client Relationship Manager, you will be the primary point of contact for a portfolio of clients, understanding their evolving financial needs, anticipating challenges, and proactively connecting them with appropriate financial solutions and services. You will work closely with our financial advisors to ensure a seamless client experience, from onboarding through ongoing portfolio management and beyond. This position requires exceptional communication skills, a deep understanding of financial services, and a proactive approach to client engagement. The ideal candidate will be passionate about delivering outstanding service, possess a keen eye for detail, and thrive in a collaborative, goal-oriented environment. Your ability to build trust, demonstrate empathy, and articulate complex financial concepts clearly will be crucial to your success. This is an exciting opportunity to contribute significantly to our firm’s growth and to help individuals achieve their financial aspirations.
Key Responsibilities
- Manage and grow a dedicated portfolio of client relationships, acting as their primary point of contact for service, inquiries, and support.
- Proactively engage with clients to understand their evolving financial needs and identify opportunities for additional Ameriprise Financial services.
- Collaborate closely with financial advisors to ensure comprehensive client solutions and a coordinated service approach.
- Facilitate client onboarding processes, ensuring a smooth and positive initial experience.
- Conduct regular client check-ins and review meetings (in-person, virtual, or phone) to maintain engagement and assess satisfaction.
- Address and resolve client concerns or issues promptly and effectively, escalating as necessary.
- Educate clients on product and service offerings, market trends, and general financial planning concepts.
- Maintain accurate and up-to-date client records within the CRM system.
- Identify and implement strategies for client retention and referral generation.
- Stay informed about industry regulations, company policies, and best practices in client relationship management.
Required Skills
- Minimum 3 years of experience in client relationship management, account management, or a similar client-facing role within the financial services industry.
- Proven ability to build and maintain strong client relationships.
- Excellent verbal and written communication skills, with the ability to articulate complex information clearly and concisely.
- Strong interpersonal skills and a professional demeanor.
- Demonstrated problem-solving abilities and a proactive approach to client service.
- Proficiency with CRM software and Microsoft Office Suite (Word, Excel, Outlook).
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
Preferred Qualifications
- FINRA Series 7 and/or Series 66 (or equivalent) licenses.
- Experience working with financial planning software.
- Knowledge of investment products, insurance, and retirement planning.
- Master's degree or relevant professional certifications (e.g., CFP®).
Perks & Benefits
- Competitive salary and performance-based bonus structure.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off, including vacation, sick leave, and holidays.
- Tuition reimbursement and professional development opportunities.
- Employee assistance program.
- Opportunities for career advancement within a leading financial services firm.
- Collaborative and supportive team environment.
- On-site fitness center (at select locations) and wellness programs.
How to Apply
Interested candidates are encouraged to click on the application link below to apply directly through Ameriprise Financial’s careers portal. Please ensure your resume and cover letter highlight your relevant experience in client relationship management within the financial services industry. We look forward to reviewing your application!
Advertisement
