Lamb, Petersen, & Mann Advisory Group is a fast-growing firm with two primary office locations in Concord NH and Scarborough ME, as well as satellite locations across NH. We are an asset management and financial planning franchise of Ameriprise Financial; our services are comprehensive and cover all phases of life from accumulation through to retirement, as well as financial goal tracking and investment planning. With close to 1 billion in assets under management our growth is constant and derived from organic referrals (we create fans not just clients), P& L management, and mergers and acquisitions. We are looking for an organized, dedicated, confident person to join our amazing team!
Position Description:
Step into an instrumental role in our Concord NH primary office location. Help conduct the smooth operation of a fast-paced-and friendly-financial planning and investment office. Work as an employee of an award winning, nationally ranked, independent advisor franchisee in a private wealth practice of Ameriprise Financial. This position offers excellent exposure to, and opportunity for growth in, both the front and back office. Channels for growth include Paraplanner to Advisor, Operations, and Practice Management.
The Specialist will primarily assist Financial Financial Advisor(s) in the financial planning and investment workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering, and analyzing client data, helping to prepare preliminary financial and investment planning as well as client meeting follow up and deliverables. It Includes working with clients to resolve ad-hoc issues and special projects as required.
Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by Financial Advisor(s) or Leadership.
Position Functions:
Financial Planning & Advice/Product Solutions:
Prepare preliminary financial planning and meeting preparation using proprietary Ameriprise tools
Prepare appropriate sales material and paperwork for new accounts, product applications, account maintenance and related client service
Monitor account asset allocations and models as directed by Advisor, trading activity, maturing securities, client suitability, and fiduciary account review process
Client service & Management:
Emphasis on delivering a "WOW" client experience that defines and differentiates the Practice
Maintain consistent client contact, profiles, and servicing schedules using Salesforce client relationship management tool
Resolve or triage client questions/issues, as appropriate to the role
Complete transactions, money movement, and routine client account maintenance
Perform other allowable duties as assigned by Financial Advisor(s)
Key Traits of a Successful Client Service Specialist
Attention to detail and organization
Strong sense of accountability and adept at discerning next steps for a given situation
Emphasis on quality output and ability to follow-through on multi-step action items
Knowledge of general office procedures and investment concepts, practices, and procedures
Effective communication with clients and other advisors/team members
Confident, polished, and articulate with polite and clear communication skills
Emotional competence to handle stressful situations, changing priorities, and a fast-paced environment while still providing a high-level of client and team service
Adherence and respect for rules and regulations as stated and required by advisor, Ameriprise Financial, and regulatory agencies
Attitude of abundance, genuine interest in working in a team-focused environment, and a sincere willingness to constantly learn and grow within the role
Ability to travel to satellite office locations within the state of NH
Education and Other Designations:
College degree preferred, some college considered
Previous industry experience prioritized, previous client service or office experience preferred
If not already appropriately licensed, growth in the Practice will require federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.
Willingness to pursue licensing, certifications, and designations within the finance industry
Position Information:
Fulltime: Monday through Friday 8:30 to 5
Primary Location: Onsite, Concord, NH
Pay rate: Commensurate with experience
Benefits: Access to insurance, 401K (with company match), profit sharing, and PTO
Resume submission: Submit resume with cover letter, references, and salary requirements
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
