Arrow Financial Group - a Private Wealth Advisory practice of Ameriprise Financial is looking for a Client Service Associate to join our team. If you're someone who enjoys engaging with people, problem-solving, and providing top-tier client service, this role is for you.
As the first point of contact for our firm, you will play a vital role in ensuring that our clients receive a smooth and professional experience from the moment they call. This position is ideal for someone who is friendly, detail-oriented, and thrives in a client-focused environment. Prior experience in financial services is a plus but not required - we're looking for the right person with strong communication skills and a passion for service, and a desire to grow.
What You'll Do: - Answer inbound client calls, providing a warm and professional first impression.
- Identify client needs and direct inquiries to the appropriate team member.
- Maintain clear communication and accurate documentation of client interactions.
- Assist with basic administrative tasks and scheduling follow-ups as needed.
- Collaborate with internal teams to ensure seamless client service and problem resolution.
What We're Looking For: - Excellent verbal communication skills - friendly, professional, and solution-oriented.
- Ability to multitask and handle multiple calls efficiently.
- Comfortable with technology and learning new systems.
- Previous experience in customer service or financial services is a plus.
- Strong attention to detail and ability to follow structured workflows.
Why Join Us? - A high-performing, dynamic team in a professional environment.
- Competitive pay and benefits package.
- Career development opportunities within the firm.
- Supportive leadership that values your contributions and professional growth.
Compensation and Benefits: - $22-$24 per hour, commensurate with experience
- 401k with a 5% match
- Medical, dental, vision insurance
- Flexible PTO and paid holidays
Apply now and be part of a team that prioritizes excellence, collaboration, and client service.