Ameriprise Financial is a longstanding leader of personalized financial planning and advice. They are looking for someone to perform tasks such as to schedule, reschedule, and confirm client meetings, handle and direct client calls, sit in meetings and take notes, enter notes into Salesforce, handle client follow-up tasks, initiate new account openings, transact in accounts, research client holdings, handle client service issues, and manage new client onboarding. They are hoping for a candidate who is seeking a career path in the financial services industry, as well as someone who has strong verbal and written communication skills, strong typing and note-taking skills, has excellent organizational skills, has great attention to detail, can stay cool and calm under pressure, is proficient in platforms such as Microsoft Word and Excel, is a good listener, enjoys working with the public, has a clear and confident speaking voice, has polite communication with clients, team members, and vendors, is independent, and is a flexible problem solver with a professional appearance and demeanor. The salary range is $50,000 – $65,000 / yr.